Alison L. Segall, ChFC®, CLU®, CAP®, NQPC™

Alison is the firm’s Executive Vice President and helps guide the strategic direction of the company. Having joined the PensionmarkMeridien team in 2014, she has over 35 years of experience working with affluent clients, businesses, and their advisors to creatively design, implement, and administer estate, philanthropic, retirement, and executive benefit plans.

Alison leads PensionmarkMeridien’s executive benefits and life insurance case design and service teams and serves as the lead of client relationship management across key company accounts. She earned her B.A. from The College of William and Mary, holds FINRA Series 6 & 63 registrations, is a registered investment adviser representative, and is life and health insurance licensed.

Alison is a Chartered Financial Consultant®, Chartered Life Underwriter®, Chartered Advisor in Philanthropy®, and Nonqualified Plan Consultant™ . She is a member of the National Association of Plan Advisors and the Estate Planning Council of Rhode Island.