Alison Velilla

Client Service Specialist

Alison Velilla comes from a background in community-based, non-profit administrative and management work, where she developed a strong appreciation for organization, clear communication, and supporting others behind the scenes. She enjoys supporting financial advisors and their clients with account openings, document file management / organization, calendaring, and CRM cleanup, ensuring a smooth, positive experience.

She brings creativity, professionalism, and strong attention to detail to everything she does and is always eager to learn. She enjoys being part of a collaborative environment and takes pride in helping things run efficiently.

Outside of work, she loves dancing, reading, coffee, Notre Dame football, and spending time with her family. She lives with her husband, their three children, a dog, and a cat who all work together to keep life busy and fun. She is looking forward to getting to know everyone and being a helpful part of the team.

Two women holding Starbucks coffee cups and enjoying a snack together indoors.
A smiling couple sitting together on a park bench during sunset. The man has a beard, sunglasses, a cap with the Notre Dame logo, and a gray shirt. The woman has long dark hair, sunglasses, a red cardigan over a white shirt, distressed jeans, and vis
A woman in a pink floral dress smiling near a black metal fence with a large planter of pink flowers behind her in a historic European park or garden with a grand building and blue sky with scattered clouds in the background.
A woman sitting on a large rock in a lush green valley surrounded by mountains under a cloudy sky.
Woman wearing a gold crown-shaped headband and large black sunglasses, holding a white coffee mug decorated with colorful fireworks and the message 'Unlock your potential.' She has dark hair, a nose piercing, and red nail polish, and is dressed in a
A man and woman smiling at a football game, both wearing Notre Dame jerseys and sunglasses, seated in a stadium with a football field in the background.
A group of five people standing in front of a colorful mural of the Puerto Rican flag on a building wall, with palm trees nearby.
Young woman in a colorful floral dress standing on a cobblestone street in a European city, with classic stone buildings on either side.
A smiling woman in a blue off-the-shoulder top sitting at a table outside, holding a drink, with a dessert on a black plate and a menu in front of her.