Ann Mallison, JD, MBA, AIF®

Ann Mallison serves as Chief Experience Officer (CXO) and Wealth Counselor at Abundance, where she bridges strategic leadership with personalized client service. In her CXO role, Ann leads the firm’s efforts to elevate and unify the client experience across every touchpoint, ensuring that Abundance’s values of clarity, empathy, and purpose are reflected in all aspects of the firm’s engagement.

With a career spanning finance, marketing, recruitment, customer service, and law, Ann brings a unique multidisciplinary perspective to her work. She has served as a financial analyst for Fortune 500 companies and spent a decade in higher education before joining Abundance. As a Wealth Counselor, she advises clients on financial planning, investment strategy, retirement plans, captive insurance, and complex matters of private wealth.

Ann’s dual role allows her to blend operational vision with individualized guidance, ensuring that every client feels seen, supported, and confident in their financial journey. Ann is a licensed attorney in the state of Pennsylvania.

Education & Certifications:

• 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® (AIF®)