Allison McCarty has been helping individuals achieve their financial goals though comprehensive, fee-based financial planning since 2007. While she has clients across all stages of life, she particularly enjoys helping:
- Medical professionals plan for, and overcome, the financial challenges unique to their profession; and
- Baby boomers plan for a successful retirement by maximizing social security, generating income streams from savings, and protecting their assets through insurance and legacy planning.
Allison strongly believes a personal financial plan should be tailored to an individual's goals and should continually evolve as your personal and professional life changes. Her strengths lie in her strong listening skills and her ability to explain complex financial products in a way her clients understand and appreciate.
Whether it's simply a product you'd like help researching and securing (i.e. life, disability or long-term care insurance) or a service you're seeking (i.e. financial planning and/or asset management), Allison is committed to providing genuine advice and exceptional service.
Allison is a Certified Financial Planner™ (CFP®) practitioner who has earned her FINRA Series 6, 7, 63 and 65 registrations, as well as her Life and Health Insurance license. She graduated from the Robert H. Smith School of Business at the University of Maryland with a degree in Finance, and she holds a Certificate in Financial Planning from Georgetown University. Allison has been awarded the designation Certified in Long Term Care (CLTC), and is a qualifying member of the Million Dollar Round Table (MDRT).* She is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.
Allison lives in Ashton, MD with her husband, Brian, and daughter, Everleigh. She is a strong supporter of the Alzheimer's Association and an active member of her community. Outside of work, Allison enjoys spending time with family and friends, traveling, and supporting the teams her husband helps coach at Sherwood and Springbrook High Schools in Montgomery County.
Separate from the financial plan and our role as financial planner, we may recommend the purchase of specific investment or insurance products or accounts. These product recommendations are not part of the financial plan and you are under no obligation to follow them.
Securities and Investment Advisory Services offered through Securian Financial Services, Inc. Member FINRA/SIPC Financial Advantage Associates, Inc. is independently owned and operated. 1803 Research Blvd., Suite 401, Rockville, MD 20850
* Million Dollar Round Table (MDRT) is an independent membership organization of life insurance and financial service professionals. Membership levels are based on commissions, premiums, or fees generated within a year from investment and insurance products. Members must apply annually and pay a fee. Members must be members in good standing of a Professional Association which has met the following criteria: in existence at least 2 years, have 100 or more members, must be a nonprofit organization, must have a code of ethics and an effective means of dealing with breaches of its code. Members must also adhere to the MDRT Code of Ethics. Working with this advisor is not a guarantee of future financial results. Investors should conduct their own evaluation.
1174393 DOFU 04/2015