Allison McCarty, CLTC

Allison McCarty, CLTC

Financial Advisor

Phone: 301-610-0071
Fax: 301-610-0079
Mobile Phone: 301-655-3339

Allison McCarty joined the Financial Advantage team as a full-time Financial Advisor in February of 2007. Since joining FAA, she has earned her Series 6, 7, 63 and 65 registrations as well as her Life and Health Insurance license.  She has been awarded the designation Certified in Long Term Care (CLTC) from the CLTC Board of Standards, Inc., and, in 2010, Allison qualified as a member of the, “Million Dollar Round Table” (MDRT) which is an elite industry organization said to represent the top 1% of advisors in the world.

Allison specializes in helping individuals, families and small businesses located in the greater DC metropolitan area develop and implement a values-based financial strategy to achieve their long-term financial goals. In particular, she’s passionate about helping residents and attending physicians plan for and overcome the financial challenges unique to their profession.

Allison lives with her husband, Brian McCarty, in Kensington, Maryland. Her favorite pastimes include traveling, playing volleyball and supporting the teams her husband coaches at Sherwood High School.

Allison is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc., Securities Dealer, Member FINRA/SIPC. 

Financial Advantage Associates is independently owned and operated

470905 DOFU 3-2012