Builders/ Realtors Connections sponsored by Phyllis Browning Company & Wells Fargo

Join us for a presentation on Need to Know Small Business & LLC Tax Reform presented by Wells Fargo Private Bank Regional Wealth Planning Manager, Allison Elliott. Presenter sponsored by Wells Fargo Financial Advisor, Ricky Gleason. 

Allison Elliott is a regional wealth planning manager for Wells Fargo Private Bank in Texas, Arizona, New Mexico and Oklahoma. Ms. Elliott leads a team of wealth planning specialists who develop and implement custom wealth plans for clients based on a thorough understanding of each client’s personal values, asset growth and wealth transfer goals, and vision for their legacy. Prior to joining Wells Fargo, Ms. Elliott spent 22 years in public accounting, most recently as Tax Principal at Briggs & Veselka P.C., providing income, estate and gift-tax compliance, planning and consulting services to high networth individuals, business owners and their families. Earlier in her career Ms. Elliott worked in the tax department for a Family Office in Houston. Ms. Elliott earned a Bachelor of Business Administration in Accounting from The University of Texas at Austin. She is also a licensed Certified Public Accountant (not currently practicing). Ms. Elliott is a member of the American Institute of Certified Public Accountants, the Houston Estate and Financial Forum and the Houston Ballet Guild. She previously served on the boards of the Houston Philanthropic Society, The Women’s Care Foundation and Donate Life Northwest.

RSVP is required by Noon on August 20 to kim@boerne.org