Alison Howells
Advisor Service Coordinator
I serve as the Manager of the Virtual Administrative Team at Good Life, where I lead our team of virtual admins and help ensure a seamless experience for both advisors and clients.
I entered the financial services industry as a licensed banker, where I developed a passion for helping clients navigate both immediate financial needs and long-term goals, whether saving for a first home, preparing for retirement, or planning for generational wealth transfer. I currently hold my FINRA Series 6, 7, 63, and 66 registrations with LPL Financial, along with my insurance license.
My background in both entrepreneurship and financial services gives me a unique perspective on the operational challenges advisors face while maintaining a strong client-focused approach to service and support.
Outside of work, I enjoy spending time with my family, exploring art, traveling, and tending to our garden.