ALBANY, GA, April 22, 2025 /24-7PressRelease/ -- Allison W. Daniels, AIF, has been recognized for inclusion in Marquis Who's Who. As in all Marquis Who's Who biographical volumes, individuals profiled are selected on the basis of current reference value. Factors such as position, noteworthy accomplishments, visibility, and prominence in a field are all taken into account during the selection process.

Ms. Daniels is a distinguished partner at Upland Wealth Advisors, a position she has held since 2020. In this role, she oversees with her partners an independent practice and has full autonomy over her workspace, allowing her to personally design and manage both the employee and client experience. Stepping out independently is one of her greatest accomplishments, and she is committed to creating a welcoming atmosphere for her clients, taking pride in serving them on a personal level.

Before her current position, Ms. Daniels served as a financial advisor at Raymond James & Associates Inc. from 2010 to 2020. This role was preceded by her tenure at Morgan Keegan, where she worked in institutional equity sales trading from 2006 to 2010. In conjunction with her professional efforts, she is also an active member of the Financial Industry Regulatory Authority, which underscores her commitment to maintaining the highest standards of integrity and professionalism in the financial industry.

Serving as the foundation for her professional achievements, Ms. Daniels holds a Bachelor of Arts in English, literature and letters from the University of Mississippi, which she completed in 2004. Furthermore, she has enhanced her expertise through her certification as an Accredited Investment Fiduciary (AIF), obtained in 2019, and being granted the Series 7, Series 63, Series 55 and Series 66 certificates.

In recognition of her outstanding contributions to the financial industry and community service, Ms. Daniels's team received the Forbes Best in State Wealth Management Award in both 2023 and 2024. Additionally, she was honored as the Industry Person of the Year for the Financial and Insurance Industry, another noteworthy award. She believes that her success as a professional stems from a combination of hard work and support from her friends and family, who recognized her potential when she could not see it herself.

Beyond her professional endeavors, Ms. Daniels is deeply involved in civic activities that reflect her commitment to community service. She is an active member of the Charity League of Albany, Georgia, serves on the Andrew College Board of Trustees and is an active supporter of Leadership Albany.

Outside of her professional life, Ms. Daniels finds joy in spending time with her family outdoors, traveling and cooking. Looking ahead, she aims to continue making a positive impact on those around her by being resourceful and dedicated to helping others. She also intends to enjoy her career journey alongside her colleagues, who share similar values and work ethic.

About Marquis Who's Who®:
Since 1899, when A. N. Marquis printed the First Edition of Who's Who in America®, Marquis Who's Who® has chronicled the lives of the most accomplished individuals and innovators from every significant field of endeavor, including politics, business, medicine, law, education, art, religion and entertainment. Who's Who in America® remains an essential biographical source for thousands of researchers, journalists, librarians and executive search firms around the world. The suite of Marquis® publications can be viewed at the official Marquis Who's Who® website, www.marquiswhoswho.com.

# # #