Our Team

Our Team

Barbara Lynn Allison

President

In 1994 Barbara established Allison Financial Group, Inc.

After experiencing the pressure of product-driven sales in several different arenas, Barbara made a career change and joined Shearson Lehman Brothers in Boston. She very quickly realized that there was a pronounced difference in how she related to her clients' needs and those recommended by her firm. This became the catalyst for beginning her own company. Recognizing that she would need a strong back office to support her burgeoning firm, she signed with Commonwealth Financial Network®. Commonwealth has been named broker/dealer of the year an unprecedented 10 times by Investment Adviser magazine*. Not content to rest on their laurels, Commonwealth continually strives to improve and upgrade the services provided to its advisors. This association gives Barbara complete freedom to offer objective and customized financial advice and to stay current with all product offerings, technological advances, and economic and financial trends. If you were to ask her about Allison Financial Group's success, she would say "it's because I’m sincerely interested in my client's lives and I really want to help them achieve their goals." 

On a personal note, Barbara enjoys home "projects" and is also an avid tennis player with the South Shore Women’s team. Reading continues to be a major pastime of hers, spanning many introspective and esoteric subjects.

*Commonwealth was named the top broker/dealer in its division in 1991, 1992, 1994, 1996, 1997, 1998, 1999, 2001, 2002, and 2005. This is based on financial advisors rating their own broker/dealers for service.