As a Financial Advisor in our New York Office, Allaire works with successful business and finance professionals who have sophisticated financial needs and who seek a trusted wealth partner. She believes that her relationships with clients are as important as the advice she gives and is focused on providing personal, empathetic guidance in helping people achieve their goals today, tomorrow and for future generations.
Allaire works collaboratively with her clients to design financial plans that encompass each family’s unique retirement, estate, and investment planning needs, bringing creative solutions to the table that help develop their financial goals while giving them more time to focus on enjoying the things that matter.
Allaire is a frequent speaker on financial topics including cash flow planning, estate planning, investment management, and often shares insight from the perspective of younger investors. She is also active in her community and currently serves on the Junior League of Dallas.
Allaire earned a bachelor’s degree in Management and Business from Skidmore College where she also played soccer. She also holds a diploma in financial planning from NYU and enjoys reading, running, and practicing yoga in her free time.
Previous Experience
- Assistant Vice President – Wealth Strategist at Lenox Wealth Advisors
- Wealth Associate at Lenox Wealth Advisors
- Private Wealth Management – Financial Planning Associate at Lenox Advisors
- Team Support Coordinator at Lenox Advisors
Education & Credentials
- BS, Skidmore College, Management and Business
- CERTIFIED FINANCIAL PLANNER™
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, Certified Financial Planner™, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if Wealthspire is engaged, or continues to be engaged, to provide investment advisory services.
