AVALON - Key Persons
Chris Rowe is the CIO of Avalon, a registered investment advisory firm. He's also the non-executive chairman of True Market Insiders. Chris has been involved with some of the most dynamic companies to emerge from the financial services sector. Working within the financial services industry since 1995, Chris held various senior positions at money management and investment banking firms where he served high-net worth and institutional investors.
Job Titles:
- Investment Advisor
- Representative
Doug Fawley is an Investment Advisor Representative with a robust background as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). Doug brings to our team a wealth of expertise and experience. His deep-seated commitment to nurturing client relationships and navigating market shifts aligns seamlessly with Avalon's values. Originally from Massachusetts, Doug now calls sunny South Florida home, where he resides with his wife and his dog Micah.
Doug Fawley is an Investment Advisor Representative with a robust background as a Certified Public Accountant (CPA) and Certified Financial Planner (CFP®). Doug brings to our team a wealth of expertise and experience. His deep-seated commitment to nurturing client relationships and navigating market shifts aligns seamlessly with Avalon's values. Originally from Massachusetts, Doug now calls sunny South Florida home, where he resides with his wife and his dog Micah.
Shiren Ali is the Operations Director at Avalon. She has extensive experience in the investment industry, specifically with asset, wealth, and portfolio management. She manages the onboarding, trading, performance reporting, fee billing, and ad hoc requests. She has a proven record of accomplishment in developing clients' relationships by successfully identifying their needs and building long-term working partnerships. She received a BS in Business Accounting from the University of Phoenix and holds 2-15 Life, Health & Variable Annuity Licenses, and previously held FINRA Series 7, 63, and 65 licenses.
TJ Swing is the Marketing Director for Avalon. He oversees all digital products, features, and functionality that help enhance the clients' experience with the Avalon brand. TJ has 25 years of knowledge in the digital industry working with everyone from Fortune 500 companies to startups. His skills include website development, graphic design, product management, brand building, content creation, ecommerce architecture, and digital marketing strategies.