Your IMA Wealth Team

ALLISON WRIGHT, CFP®, AIF®, CHSA

Vice President, Senior Retirement Plan Manager

Allison Wright is Vice President and Retirement Plan Manager for IMA Wealth, Inc. in our Dallas office. In her role, Allison consults her retirement plan clients on plan design, fee analysis, best practice processes recommendations, investment committee reviews and recommendations, RFP design and oversight, incorporating behavioral finance strategies to encourage increased participation, and providing group education. Allison is also experienced in plan administration including compliance testing, corrective procedures, plan asset reconciliation, and Form 5500 filings.

Prior to joining IMA Wealth, Inc., Allison was a Senior Managing Advisor for BKD Wealth Advisors, LLC where she served as consultant and administrator of qualified and non-qualified defined contribution plans including 401(k), 403(b), profit sharing, and employee stock ownership. A graduate of the University of Kansas with a Bachelor of Science degree in accounting, Allison earned both the Certified Financial Planner (CFP®) and Accredited Investment Fiduciary (AIF®) designations in 2014. She also earned the Certified Health Savings Adviser (CHSA) designation in 2018. Allison holds the FINRA Series 6 and the State registrations 63 and 65. Allison holds the following lines of authority in the state of Texas: Life.