Client AssociateDownload vCard
Allie Ward is a Client Associate with MRA Associates. In this role, Allie focuses on providing high-quality service to investment advisory, wealth management, and tax clients. Her responsibilities include, providing investment analysis, estate and financial planning, and compiling reports for client meetings.
Allie graduated in December 2017 with a Bachelor of Science degree in Finance and in Economics from the W.P. Carey School of Business at Barrett the Honors College at Arizona State University, where she graduated Magna Cum Laude. Prior to graduation, Allie worked as a tax, finance, and wealth management intern at MRA Associates for over a year. During her internship, she assisted client advisors, and the investment team with client projects, tax preparation, and investment research.
Allie is an Arizona native and graduated from Perry High School. In her free time, Allie enjoys volunteering at church, travelling, hiking, and spending time with family.