Focus
Ali brings nearly 23 years of financial services experience to her role, including prior work with Morgan Stanley, where she spent more than a decade, and Conover Capital Management. Since 2017, she has supported clients and advisors through a role that calls for organization, responsiveness, and careful attention to detail.
She enjoys helping people, working through questions, and creating strong working relationships. Ali also appreciates the pace of her role, where each day can bring something different. She values the chance to keep learning and stay engaged in an industry that continues to evolve.
Education & Credentials
- Nearly 23 years of financial services experience
- More than a decade of experience with Morgan Stanley
- Prior experience with Conover Capital Management
- FINRA Series 7 Securities Registration
- FINRA Series 66 Securities Registration
- Life and Disability insurance licenses
- CA Insurance License #4001431
- Resident State: WA
Outside the Office
Ali lives in Edmonds with her husband, Drew, and their four cats. Travel is one of their favorite ways to spend time together, especially trips to Kauai, Playa del Carmen, Florida, and Kansas, where Ali is from.
Sports are also a big part of her life. She often cheers on the University of Kansas, the Kansas City Chiefs and Royals, and Seattle’s Seahawks and Mariners. When she is not traveling or watching a game, Ali enjoys going to concerts in and around Seattle.
