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INDIVIDUAL RETIREMENT ACCOUNT: The name says it all

Allison Whitney

Financial Advisor

Allison Whitney

Financial Advisor

Location: Downtown Pittsburgh - Corporate Headquarters
Phone: (412) 434-0990 x 1534

What started as an interning position in 2003 has evolved into a career as a fully licensed financial advisor at Hefren-Tillotson. In that time, Allison has facilitated four successful Hefren-Tillotson United Way campaigns as Campaign Manager, where she was responsible for mobilizing the company’s efforts, both creatively and operationally. 

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Allison holds her Series 7, 63, and 66 licenses as well as Life, Health, and Accident Insurance. She works with clients in multiple states and considers her mobility and energy some of her greatest assets. 

Allison is passionate about environments that support a “shoulder-to-shoulder” posture and is always looking to learn more about this type of thinking and living.

Although she is not a native of Pittsburgh, she is a resounding gong when it comes to proclaiming how beautiful and full of life the region is—especially the people who are champions of it. She currently serves on the board of directors of Bricolage Theater, an organization committed to providing enriching and immersive theatrical performances and is actively involved in the Down Syndrome Association of Pittsburgh. She has found a generous and philanthropic heart in the people of Pittsburgh and she is committed to doing everything she can to make those kinds of efforts far-reaching. 

Allison is a 2001 graduate of Allegheny College with a Bachelor of Arts Degree in Studio Art with a double minor in Art History and Economics. 

 

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Hefren-Tillotson Inc. is a leading diversified financial services firm providing investment and retirement plan management and comprehensive, financial planning through MASTERPLAN® for individuals and businesses. The firm’s wealth management services are administered by Certified Financial Planner (CFP) professionals, Chartered Financial Analyst (CFA) Charter holders, attorneys, Chartered Life Underwriters, and CPA/PFS’s. Hefren-Tillotson offers corporate services including 401(k) retirement planning, executive financial counseling, fiduciary reviews and workplace financial planning seminars. Founded in 1948, the firm is headquartered in Pittsburgh and has offices located in Pittsburgh, Butler, Greensburg, North Hills, and South Hills.