Allison Fletcher
Financial Advisor @Tulsa Wealth Advisors
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WORK HISTORY
Financial Advisor @Tulsa Wealth Advisors
Tulsa, OK, US
I work to build comprehensive financial plans for successful professionals, entrepreneurs and business owners. We focus on building lasting relationships between clients, their family members and their respective attorneys and CPAs to build a cohesive financial plan in line with our clients\' life goals.*Raymond James does not provide any legal or tax advice.
EDUCATION
Oklahoma State University
Bachelor of Science (B.S.), Economics
ABOUT ALLISON FLETCHER
Allison Fletcher is a Financial Advisor who joined the Tulsa Wealth Advisors team in 2011. She is graduate of Oklahoma State University, with a major in Economics. After graduating she received the opportunity to work for the top Raymond James Financial Services office in Oklahoma. Allison’s expertise focuses on forming strong financial planning relationships to provide clear and precise strategies to help clients gain confidence for their future. Whether you are a successful business owner, widow or retiree, Allison collaborates with you to build, implement and manage your comprehensive financial plan. With the foresight of knowing that each road map to success never looks the same, Allison enjoys designing a plan that is tailored to each client’s specific needs and wishes in the areas of investment, retirement, business, estate and tax planning. Currently she is enrolled at the College for Financial Planning working toward her Certified Financial Planner designation. Allison and her husband reside in South Tulsa. There, they stay busy with the children’s various extracurricular activities, participating in volunteer events and social outings. Her passions include cooking, family time, and community service. From 2015 – 2018, Allison served as the Executive Director of the Oklahoma Opportunity Project. Currently, she serves on the subcommittee for Government Efficiency as part of Governor Kevin Stitt’s Oklahoma Turnaround. For important disclosure information, please see “Social Media Disclosure” link in the “Contact Info” section. Securities offered through Raymond James Financial Services, Inc, Member FINRA/SIPC. Tulsa Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc. Investment advisory services offered through Raymond James Financial Services Advisors, Inc.
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