Valued for her warmth and creativity, Alison (Ali) Ehret serves as an Associate Wealth Advisor at Morton Brown Family Wealth, partnering with clients and advisors to create clarity and confidence in the financial planning process. She contributes to the advisory team by supporting planning conversations, assisting with investment reviews, and focusing on the details that help deliver a thoughtful and personal client experience.
Ali began her journey at Morton Brown in client service, where she quickly became known for her positive energy and for making every interaction personal and reassuring. That foundation continues to shape her approach to leading with empathy, authenticity, and a people-first mindset while helping clients feel understood, valued, and supported in their financial journey.
“My goal is to be a steady and trusted resource for our clients. Whether it’s answering a question, navigating a challenge, or celebrating a milestone, I want them to know they have a dedicated team behind them every step of the way.”
ALISON EHRET
With more than a decade of experience in banking and wealth management, Ali brings both technical acumen and genuine care to her advisory role. Her academic background in clinical psychology offers a unique perspective in understanding client concerns and guiding them through meaningful financial decisions. She is currently pursuing CERTIFIED FINANCIAL PLANNER® coursework to further deepen her advisory skills and strengthen her ability to serve clients holistically.
Outside of the office, Ali enjoys an active and family-focused life with her partner, Quinn, her son, Brayden, and their Goldendoodle, Izzie. She finds joy in nature, staying active, and expressing creativity through home and garden projects. A proud cheerleader at Brayden’s baseball and sporting events, Ali also loves weekend adventures with her family and looks forward to exploring a new U.S. destination each year.
EDUCATION & CERTIFICATIONS
- Kutztown University, Bachelor of Science in Clinical Psychology
COMMUNITY LEADERSHIP
- Lehigh Valley Chamber Women2Women Leadership Development (Class of 2025)
Certified Financial Planner Board of Standards Inc. owns the certification marks CERTIFIED FINANCIAL PLANNER® and CFP® in the U.S. The ChFC® is the property of The American College, which reserves sole rights to its use and is used by permission.