Associate Director, Private Wealth Client Services
Allison Cardenas is an Associate Director, Private Wealth Client Services with Cresset’s Reston office. She oversees custodial and cashiering and supports the management of client portfolios. Previously, Allison was in a client service support role at a Washington D.C.-based RIA.
Allison earned a Bachelor of Science with a concentration in Elementary Education from Longwood University, graduating magna cum laude. In 2020, Allison earned the Financial Paraplanner Qualified ProfessionalSM(FPQP®) designation.
In her community, Allison actively supports the Alzheimer’s Association and has captained a team to participate in the annual Walk to End Alzheimer’s in Washington D.C.
Allison resides in Reston, Virginia, with her husband and rescue dog. In her free time, she enjoys trying new recipes, traveling, and hiking.