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Scott Allen, Financial Advisor

FINANCIAL ADVISOR
Scott A Allen

CEPA®, AAMS™
67775 Van Dyke, Washington Township, MI 48095opens in a new window
CallSend Me a Message

Focus Areas

  • Automotive Industry
  • Entrepreneurs & Business Owners
  • Corporate Executives
  • Estate & Legacy Strategies
  • Wealth Strategies
  • Charitable Giving

About Scott

For over 17 years, I've been a financial advisor in the Romeo area. My goal is to understand what's important to you and help you build a personalized investment strategy, tailored around your comfort with risk. I'll partner with you throughout your lifetime to help you achieve your goals.

Many of my clients are business owners or multigenerational families that benefit from strategies of wealth transfer. I also enjoy the challenge of developing complex, high net worth strategies which often require collaboration with other professionals such as CPAs and attorneys. Working together, we can help you develop a complete, tailored...

Work History

  • Edward JonesMarch 2007 to Current

Certifications

  • CEPA®

    Certified Exit Planning Advisor®

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Oakland UniversityMaster of Business Admin
  • Michigan State UnivBachelor of Arts

Personal Interests

  • Spending Time with Family
  • Running
  • Mountain Biking
  • Hunting
  • Personal Fitness

Team Members

  • Kimberly DuVernay
    Registered Branch Associate
  • Pam Morgan
    Sr. Branch Office Administrator
  • Kristin Dalessandro
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 04:00PM
Tue 09:00AM - 04:00PM
Wed 09:00AM - 04:00PM
Thu 09:00AM - 04:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(586) 336-7204

Fax

(800) 322-1179

Office Address

67775 Van Dyke
Washington Township, MI 48095opens in a new window

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