Alison West Moffatt
Alison began her wealth management career in 1996 with Morgan Stanley’s Private Client Services group in New York City, where she built a strong foundation in complex wealth planning and relationship‑centered advising for UHNW families.
Over the years, Alison expanded her expertise at a boutique Registered Investment Advisor in Stamford, Connecticut, before returning to her home state of Michigan in 2020. She continued her advisory work at UBS Wealth Management in Farmington Hills, further deepening her experience serving high‑net‑worth individuals and families with thoughtful, comprehensive wealth strategies.
Alison earned her BBA from the University of Notre Dame (Mendoza College of Business) and holds the Chartered Retirement Planning Counselor™, CRPC™ designation. She is a member of the Merrill Global Wealth & Investment Management (GWIM) Women’s Exchange, supporting initiatives that empower and elevate women across the organization.
Outside of work, Alison enjoys traveling, working on her golf game, tackling New York Times puzzles, and spending time with family and friends. She and her husband, Chris, have three “almost grown” children and reside in Plymouth, Michigan.
Communication is instrumental to managing life's challenges. That's why I work to engage you and your family in the financial decision-making process. Communicating openly with family members on the sometimes-difficult subject of wealth can be a challenge. I can help facilitate these discussions and offer personalized financial strategies designed to educate the younger generation about how assets may be invested.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
