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portrait of Elissa Allbright
FINANCIAL ADVISOR

Elissa Allbright

CFP®, AAMS™
111 County Road Yz, Dodgeville, WI 53533opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Elissa

As a dedicated financial advisor with Edward Jones, I am committed to helping individuals and families navigate their financial journeys. Since beginning my career in 2018, I have used my knowledge and experience to assist clients in making informed decisions to help secure their financial future. I am fully registered with Series 66 and Series 7 and hold both the AAMS™ and CFP® certifications, which demonstrate my commitment to ongoing professional development and delivering comprehensive financial services.

I take pride in building lasting relationships with my clients, taking the time to understand their unique goals and providing tailored solutions that...

Focus Areas

  • Retirement Savings Strategies
  • Retirement Income Strategies
  • Portfolio Reviews

Work History

  • Edward JonesApril 2015 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Univ of Wisconsin - MadisonBachelor of Arts

Team Members

  • Avrie Basye
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 05:00PM
Tue 08:00AM - 05:00PM
Wed 08:00AM - 05:00PM
Thu 08:00AM - 05:00PM
Fri 08:00AM - 03:00PM
Sat Closed
Sun Closed

Phone

(608) 935-9576

Fax

(855) 436-5369

Office Address

111 County Road Yz
Dodgeville, WI 53533opens in a new window

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