Allison McKibbon is a Senior Client Relationship Manager for Icon Wealth Partners who brings value to the firm’s clients with her high level of service and exceptional relationship management skills. Notably, Allison is accustomed to handling the unique needs of high net worth clients including streamlining existing investment accounts and assisting in the maintenance of wealth management plans to achieve maximum tax efficiency. Prior to joining Icon Wealth Partners, Allison was a Senior Associate and Relationship Manager at Avalon Advisors, where she worked closely with Mr. McGee and Mr. Pavlik for the past 5 years. Before working in the financial services industry, Allison worked as a paralegal specializing in litigation and toxic tort cases.
Allison graduated with a Bachelor of Arts in Political Science and Communications from Central College in Pella, Iowa in 2011. She received her Paralegal Certificate from Rice University in 2013 and earned the CFA Institute Investment FoundationsTM Certificate in 2016. Allison is an active community volunteer working with several charitable organizations including, Habitat for Humanity and Child Advocates, as well as serving as a member of the Judging Contest Committee for the Houston Livestock Show and Rodeo.