Allison Oakey

About Allison Oakey

As a financial advisor of the Meridian Group at RBC Wealth Management, I enjoy working with individuals and families, business owners, corporate retirement plans, as well as young professionals who are just getting started with investing to help achieve their goals and pursue financial freedom. I focus on working with our team\'s clients on their customized RBC Wealth Plan by helping them identify long-term strategic goals and developing a clear understanding of their priorities, risk tolerance, and time horizons. Through this thorough and customized approach, my main goal is to empower clients to live out the dreams they have worked so hard for and to help them to move through each stage of life with confidence and fulfillment.Prior to joining RBC Wealth Management, I spent two years in financial services consulting at Ernst & Young, primarily focusing on financial services risk management and internal controls transformation. I also spent two years as an internal auditor within the CFO audit organization at Bank of America. With my previous experience, I bring a diverse background in risk management, audit and attention to detail while working in a team environment. These skill sets enable me to focus a keen eye to the comprehensive wealth management process that Meridian’s clients are accustomed to.I received my master’s degree in business management from Wake Forest University School of Business in May 2017 and my bachelor’s degree in psychology from Wake Forest University in May 2016. I was born and raised in Roanoke, Virginia, and in my spare time, I love hiking on the Appalachian Trail and in the Blue Ridge Mountains with my husband, Sam and our two dogs, Ragnar (English Golden Retriever) and Moose (Yorkshire Terrier). Please visit for important disclosure information. Investment and insurance products offered through RBC Wealth Management are not insured by the FDIC or any other federal government agency, are not deposits or other obligations of, or guaranteed by, a bank or any bank affiliate, and are subject to investment risks, including possible loss of the principal amount invested. RBC Wealth Management, a division of RBC Capital Markets, LLC, Member NYSE/FINRA/SIPC.

Experience

1. Financial Advisor

   RBC Wealth Management

   May 2021 — Present · Roanoke, VA, US

Education

• Wake Forest University School of Business

  Master of Arts (MA), Management

  2016 — 2017

• Wake Forest University

  Bachelor of Arts (BA), Psychology

  2012 — 2016