Allison Porter, MBA in

Allison Porter, MBA

Captain · DISC type DS
Wealth Advisor at SignatureFD
📍 Buford, Georgia, United States

Allison F. Porter is a Wealth Advisor at SignatureFD, specializing in the development and implementation of comprehensive wealth management programs. Holding an MBA and a Certificate in Certified Financial Planning from The University of Georgia, her expertise covers retirement, tax, and estate planning.

Outside of work, Allison enjoys traveling with her husband, hiking, and reading. She also values spending quality time with her family and friends, balancing her professional commitments with a rich personal life.

Before her finance career, Allison was a licensed real estate agent where she analyzed market trends and assisted clients with property sales.

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Experience
16 Years
Current Role
Wealth Advisor
Location
Buford, Georgia, United States
Personality Overview

How Allison shows up

Decisive But Calm
Long-Term Thinker
Consummate Professional

They exhibit a rare combination of being result-oriented but patient at the same time. Reading between the lines and seeing beyond your words comes naturally to them. They might take some time to make their mind up but once they do, they don't change it easily.

Priorities

Topics Allison cares about

Wealth Management
Her core function at SignatureFD is developing comprehensive wealth programs that cover risk management, retirement, cash flow, tax, and estate planning for clients.
Financial Planning
She holds a Certificate in Certified Financial Planning and focuses on creating personalized financial solutions to meet diverse client needs.
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Career

Work history

1-2026
Wealth Advisor
SignatureFD
8-2015 - 12-2025
Senior Planning Associate
SignatureFD
8-2012
Licensed Real Estate Agent
Pratt & Associates Realty
8-2012 - 7-2015
Office Manager
Pratt & Associates Realty
2011 - 2012
Office Administrator
The Art of Healing
In the press

Media appearances

No media yetWe could not find public media appearances for this person.
Education
2015 - 2017
Certificate in Certified Financial Planning
The University of Georgia
2013 - 2015
Master of Business Administration (M.B.A.)
University of North Georgia
2005 - 2009
Bachelor’s Degree
Auburn University
Social presence
in
Behavioral profile

DISC profile (public)

D

Dominance (D)

Dominance (D) reflects how goal and task oriented a person is, and their ability to accomplish results irrespective of how demanding the circumstances might be. Those scoring high tend to be motivated by winning, competition, and success.

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