Morton Brown Family Wealth is pleased to announce that Alison Ehret has been promoted to Associate Wealth Advisor.
Ali joined the firm in 2024, as a Client Service Associate. From day one, she has brought curiosity, initiative, and a thoughtful perspective to the way she partners with both clients and colleagues. Her transition into the advisory team reflects her continued growth and her commitment to supporting families in meaningful ways.
“Ali approaches every opportunity with curiosity and a desire to learn. Her initiative and thoughtful perspective make this the right next step, and we’re grateful to have her continue growing with our clients.”
— Katie Brown, Co-Founder
In her new role, Ali will participate in planning conversations, assist with investment reviews, and collaborate with advisors to help clients think through their next steps with clarity. She also remains engaged in firm initiatives and will begin pursuing CERTIFIED FINANCIAL PLANNER® coursework.
“I’m thankful to continue this work with a team that values collaboration and puts people first. I look forward to building deeper relationships and supporting clients as they navigate life’s changes.”
ALISON EHRET
Please join us in congratulating Ali on this well-earned milestone. We are excited about the perspective she brings and the continued care she will offer the families we serve.