Allison Maier

Client Service Manager
Allison Maier is a Client Service Manager where she is primarily responsible for supporting Financial Advisors and the firm's clients. Allison was drawn to Claro because of its diverse wealth management team, robust platform, and strong focus on providing exceptional services tailored to each and every client. She is highly personable and always willing to help.

Prior to joining Claro Advisors, Allison was a Client Service Associate at Morgan Stanley where she assisted Financial Advisors and monitored client portfolio allocations to identify re-balancing opportunities. Allison graduated in May 2017 from The College of the Holy Cross with a BA in Mathematics and Education where she was a 4 year varsity athlete on the Women’s Track and Field Team, and was involved in several volunteer groups around campus.

She currently resides in Medford, MA and enjoys cooking, running, and spending valuable time with family and friends.
Claro Advisors, LLC
185 Dartmouth St., 6th Floor
Boston, MA 02116

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  • Phone:
    (617) 379-3270
  • Toll Free:
    (800) 604-2838
  • Fax:

    (866) 920-4359

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Disclosure: Claro Advisors LLC ("Claro") is a Registered Investment Advisor with the U.S. Securities and Exchange Commission ("SEC") based in the Commonwealth of Massachusetts. Registration of an Investment Advisor does not imply any specific level of skill or training. Information contained herein is for educational purposes only and is not to be considered investment advice. Claro provides individualized advice only after obtaining all necessary background information from a client. This report is not a financial plan and is not intended as a solicitation or advice to purchase specific investments, but the information provided can assist you in evaluating your current financial situation and your ability to achieve your investment goals. Any projection of investment outcomes is hypothetical in nature, does not reflect actual investment results, and is not a guarantee of future results. Similarly, other information regarding various investment outcomes are hypothetical in nature, do not reflect actual results and are not guarantees of future results. The projections may not include all taxes applicable to your situation. Past performance is no assurance of future results. Investments may fluctuate and lose value, and unexpected market movements may result in changes in rates of return and anticipated performance. Claro does not provide legal or tax advice. The information herein is general in nature and should not be considered legal or tax advice. Consult an attorney or tax professional regarding your specific situation. Claro will provide all prospective clients with a copy of our current Form ADV, Part 2 ("Brochure") prior to commencing an Advisory relationship. Please contact This email address is being protected from spambots. You need JavaScript enabled to view it. or toll free at 800-604-2838 with any questions.

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