Allison Kvikstad is a Senior Private Wealth Advisor at Ellevest, a financial company built by women, for women. We broke our conversation with Allison into two two parts. In part one, Doug Fritz talks with Allison about her journey in becoming a wealth advisor and what keeps her motivated in serving her clients in a high tech, women-led firm.
In part 2, Doug and Allison shift to focus specifically on her experience as an advisor moving from a large firm to a high growth financial firm.
