portrait of Britton Allison
FINANCIAL ADVISOR
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About Britton

I started my journey with a goal for mission work. I completed my BA in Bible and ministry, and during grad school found my passion to serve by helping families and business owners protect what they worked so hard to build. I have had the opportunity to serve others through my involvement with the Rotary and also on the board of Golf 4 The Disabled. I am blessed with an amazing wife and three beautiful children.

I have a passion for financial analysis, wealth strategies and investing. We have focused our practice on building a solid team for our clients...

Focus Areas

  • Divorce Finances
  • Estate & Legacy Strategies
  • Retirement Income Strategies
  • Wealth Strategies
  • Employee Stock Options
  • Charitable Giving

Work History

  • Edward JonesJanuary 2014 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • ChFC®

    Chartered Financial Consultant®
  • AAMS™

    Accredited Asset Management Specialist™
  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • University of PhoenixMaster of Business Admin

Personal Interests

  • Active Lifestyle
  • Backpacking
  • Skiing
  • Community Outreach
  • Health & Nutrition

Team Members

  • Robin Kenny
    Sr. Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

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