Allison Forman

Manager, Client Services and Operations (LPL Licensed)
458.777.4458

Allison Forman is the Manager of Client Services and Operations at Financial Freedom Wealth Management Group. In her role, Allison directly supports clients and the financial advising team with investment-related requests, trade processing, and financial planning implementation. Drawing from her prior experience as a Financial Advisor, she provides knowledgeable support and helps ensure an exceptional client experience.

Allison holds a Bachelor of Arts in Communication Studies from Western Oregon University. She is a Registered Representative with LPL Financial and holds Series 7 and 66 securities registrations. A native of central Oregon, she enjoys being outdoors, playing pickleball, and spending time with friends and family.