Scott Allison, CFP®
Vice President - Wealth Advisor
Scott Allison has over 25 years of financial services experience as an investment advisor, financial planner and wealth management executive with USAA, Fidelity Investments and Morgan Stanley. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds FINRA Series 7, 8, 24, 63, and 65 registrations, along with life and annuity insurance licenses.
Scott is passionate about providing financial advice and strategies in a collaborative manner to help clients gain financial security. He is a skilled communicator and excels at removing the complexities of the decision-making process. His expertise in financial planning includes developing strategies in:
- Investment Planning
- Retirement Planning
- Estate Planning
- Insurance and Risk Management Planning
Scott graduated from The University of Texas Arlington and holds numerous designations and certifications to enhance his advisory and leadership skills. He and his wife Becky were married in 1993 and have two children. In his spare time, Scott enjoys golfing, boating and traveling. They are both active in their local church and support numerous military philanthropic organizations that focus on those who have served.