Alison J. Creekbaum, CIMA®, ChFC®, CPFA™, CRPC™, is a Senior Vice President and Wealth Management Advisor.

Since joining Merrill in January 2005, Alison has enjoyed building relationships with clients and their families. In addition to developing and maintaining long-term investment strategies, Alison supports clients with  retirement income planning, liability management, insurance solutions, estate transition, and gifting strategies. In addition, Alison works with small businesses in the design and development of retirement plans. Meeting regularly with plan sponsors and working to educate employee participants is another highlight of her time at Merrill. Alison believes working with client’s trusted tax and legal advisors is key to fulfilling long-term goals; these conversations help to ensure strategies are thorough and coordinated across multiple disciplines.

Prior to joining Merrill, Alison served as Operations Controller and technology consultant for Arthur Andersen's advanced technology team in Atlanta, GA and San Jose, CA. She also served as technology director for a public company based in Purchase, NY.   Family and tradition brought Alison back to the Southeast, where over the years she has served on the boards of Girls, Inc., Southeast Alabama Community Theatre, Boys and Girls Clubs of the Wiregrass, American Cancer Society, Music South, and the Wiregrass Museum of Art. She is former Chairman of the Board of Trustees for the Southeast Health Foundation; she served the Foundation as a volunteer board member for nine consecutive years.   Alison is a member of the Dothan-Houston County Rotary Club and a Paul Harris fellow. She is a member of Dothan’s First United Methodist Church.