Ally Werden, CFP®

Wealth Advisor, Director

Cleveland, OH

LET'S CONNECT

Designations

  • CERTIFIED FINANCIAL PLANNER™ professional

 

Work Experience

  • Joined MAI in 2021 following MAI’s acquisition of the wealth management business of Ownership Advisors, Inc., where she had been since 2017
  • Guides clients through the onboarding process and then works closely with them to develop, implement, and monitor their goals-based financial plans
  • Previously worked for Charles Schwab Retirement Plan Services and spent three years at First Merit Investment Services, now Huntington Bank

 

Life Outside of MAI 

  • Serves as a board member of her homeowner’s association
  • Served as the Chair for the Volunteering/Community Service Committee of MAI’s Women’s Network
  • Has worked with the Battered Women’s Shelter in the past

 

Education

  • University of Akron, BA in Psychology with a minor in Financial Planning

We look forward to learning about your financial goals.

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