Compassionate and detail-oriented, Allison helps clients identify and prioritize their life goals, such as funding their children’s educations, preparing for retirement, and leaving a continued family legacy. She then personalizes a long-term investment plan designed to achieve these critical milestones.
Today, Allison serves as Partner at Upland Wealth Advisors. Prior to that, Allison launched Marcus, Inman & Daniels Wealth Advisors with her partners, John and Scott, after working as a Financial Advisor for Raymond James since 2010. She began her financial services career when she joined Morgan Keegan's Memphis, Tennessee home office in 2006 working in Institutional Equity Trading. Allison earned her Bachelor of Arts from the University of Mississippi, where she was a member of the Phi Mu Fraternity and University Panhellenic Council. She is credentialed as an Accredited Investment Fiduciary and PIM Portfolio Manager. Allison’s contributions helped Upland Wealth Advisors get recognized as a Forbes Best-In-State Wealth Management Teams in 2023, 2024 and 2025. She was also recognized as Forbes Best-In-State Top Women Wealth Advisors in 2025.
Active in her community, Allison has served on various committees and boards with the Junior League of Albany, Flint RiverQuarium, American Cancer Society, Albany Advocacy Resource Center, Dougherty Leadership Development Institute, Leadership Albany and the Amateur Field Trial Clubs of America. She currently serves on the Andrew College Board of Trustees and is an active member of The Charity League of Albany, Georgia.
Originally from Memphis, Tennessee, Allison today lives in Dawson, Georgia, with her husband, Jamie, and their two children, Rose Marie and Thomas. Jamie is a Land Consultant and Professional Dog Trainer. Outside of her work and volunteer activities, Allison enjoys traveling, cooking, and spending time outdoors with her family and their animals.
2025 Forbes Best-In-State Wealth Management Teams: Awarded January 2025; Data compiled by SHOOK Research LLC based on the time period from 3/31/23-3/31/24 (Source: Forbes.com). 2024 Forbes Best-in-State Wealth Management Teams: Awarded January 2024; Data compiled by SHOOK Research LLC based on the time period from 3/31/22-3/31-23 (Source: Forbes.com). 2023 Forbes Best-in-State Wealth Management Teams: Awarded January 2023; Data compiled by SHOOK Research LLC based on the time period from 3/31/21-3/31/22 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice ad based solely on the disclosed criteria.
2025 Forbes Top Women Wealth Advisors: Awarded February 2025; Data compiled by SHOOK Research LLC based on the time period from 9/30/23-9/30/24 (Source: Forbes.com). The Forbes Top Women Wealth Advisors rating algorithm is based on the previous year’s industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria.