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 pre-retirees plan for a successful retirement by maximizing social security, generating income streams from savings, and protecting their assets through insurance and legacy planning.
Her team is made up of her business partner, Perry Lazerus, and junior advisors, Grant LaGasse, and Thomas (T.J.) White. Allison strongly believes a personal financial plan should be tailored to an individual’s goals and should continually evolve as their 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 someone would like help researching and securing (i.e. life, disability, or long-term care insurance) or a service they’re seeking (i.e. fee-based 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. In 2016, Allison became an instructor for the Lifelong Learning Institute at Montgomery College, where she teaches a course for those approaching retirement called “Retirement Planning Today”. Allison has also been awarded the designation Certified in Long Term Care (CLTC).
Allison lives in Ashton, MD with her husband, Brian, and her daughters, Everleigh and Charlotte. 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 the world, and playing “interior designer” for her own home projects, or for any family and friends who will indulge her creative side!
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.
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