Allison Sherman

Allison Sherman

Administrative Assistant

Allison Sherman, Administrative Assistant, joined Davidson Wealth Management in 2016. Allison's responsibilities include liaison between clients and investment companies, support for the firm's advisors, and assistance with account applications, distributions and quarterly reporting. Prior to joining Davidson Wealth Management, Allison spent over 11 years as an Executive Assistant at Andersen Tax in midtown Manhattan.

Allison attended the University of Massachusetts, Amherst where she graduated with a Bachelor of Arts degree in Communications and a minor in Sociology.

Allison resides in Morganville, New Jersey with her husband Jonathan and sons Hunter and Evan.

Phone (732) 409-1060
Fax (732) 409-1052