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1 South Wacker Drive, Suite 3500
Chicago, IL 60606
Allison D. Meers, CFP®
Associate Vice President
Allison Meers is a senior client service manager, with 10 years of industry experience. In this role, she works closely with senior relationship managers to provide client service, ongoing account administration and client reporting for high net worth individuals, families, foundations and endowments.
Previously, Allison worked as a trust officer for Invesco National Trust Company and as an analyst for Mercer’s Investment Consulting Group.
Allison earned a Bachelor of Business Administration with a concentration in finance from the University of Georgia and is pursuing the CERTIFIED FINANCIAL PLANNER™ certification. In 2015, she was honored with a CIBC Unsung Heroes Achievers Award.
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