Alison Mandi is passionate about helping families, professionals, and retirees accomplish their financial and lifestyle priorities at every stage. Alison started in the investment services industry out of college in 2006, after earning her BA in International Political Economy at the University of Washington. She obtained the Series 7 and Series 66 license in 2007 while working at UBS. In her early career, Alison supported financial advisors as a Registered Client Service Associate and moved from UBS to Citigroup Smith Barney at the beginning of 2008. In late 2008, she moved to RBC Wealth Management into the role of Investment Associate. In 2019 Alison became a financial advisor at RBC out of a desire to lead more clients toward success in their financial journey. In 2021, Alison returned to UBS to partner with longtime family friend, Colin Simon. Together with Simon and the extended team at UBS, Alison strives to deliver an exceptional experience for clients by understanding what is most important to them and creating a meaningful impact on their wellbeing.

Alison is a native of Washington state and currently resides in Kirkland with her husband and three sons. She enjoys running and currently volunteers as an assistant coach of track & field and cross-country at Northwest University.