Alison Wilcox

Marketing and Client Service Coordinator

Alison Wilcox

My family and I reside locally in Reading, where my husband and I are raising our three children and enjoying an active lifestyle. We like to take advantage of the diverse New England landscape, spending time on the ski slopes in the winter and on the beach in the summer. We really love this area and the many activities and opportunities it provides. When we have the chance, we love to travel and visit family. Some other activities we enjoy are biking, playing golf, reading, baking, and attending concerts live theater.

I am a native New Yorker, growing up in the beautiful Hudson valley with New York City a short train ride away. My family spent many summers traveling to Cape Cod, where I was first introduced to such native Massachusetts terms as “wicked cool” and “rainbow jimmies,” and learned the value of a dollar at my first summer job. My conversion to the Bay State continued after high school, when I attended the College of the Holy Cross in Worcester, followed by graduate school at Suffolk University.

I started my career in financial services at Fidelity Investments in Boston, and then subsequently worked in compliance at Standish Mellon Asset Management.  After taking some time away from the workplace to raise a family, I returned to financial services supporting financial planning and marketing efforts first at Doble LeBranti Financial Group, which then merged into Axial Financial Group.  As the Marketing & Client Service Coordinator, I look forward to the chance to work with you as you bring your financial journey into focus.


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