Ann Mallison, JD, MBA, AIF®

Ann Mallison’s prior experience includes roles in finance, marketing, recruitment, customer service and law. She has worked as a financial analyst for Fortune 500 companies and spent ten years employed in higher education. At Abundance, Ann utilizes her talents to serve clients in matters of financial planning, investments, retirement plans, captive insurance and matters of private wealth. Ann is a licensed attorney in the state of Pennsylvania.

• B.S. in finance with a minor in psychology from Villanova University
• M.B.A. from The Pennsylvania State University, Smeal College of Business
• J.D. from The Pennsylvania State University, Penn State Law
• Accredited Investment Fiduciary®