Ally grew up in Ohio where she attended the University of Akron. After graduating with a degree in financial planning and psychology, she entered the financial services industry starting with a large regional bank supporting a financial advisor. Over the next three years she obtained her Series 7, 66 and life insurance designations. In her next position with Charles Schwab, Ally discovered her love of numbers and helping people. For the next three years, she specialized in retirement plans and investments before joining the Ownership Advisors team in 2017. Ally supports our wealth management division and has become an expert at analyzing financial data and creating in depth financial plans. She’s currently in the process of completing her CFP® certification.
Ally brings enthusiasm and a cheerful spirit to our team and to every meeting she participates in. Ally hopes to be like her 91-year old grandma who she calls her “hero” because grandma is such a hard worker and always has something good to say about other people. Ally and her husband Jason live in Sagamore Hills and are expecting their first child in June.
Ally Werden may be reached by phone at 216-328-5538 or by email at firstname.lastname@example.org.