Financial Advantage Associates, Inc.
1803 Research Boulevard, Suite 401, Rockville, MD 20850
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:
- Medical professionals plan for, and overcome, the financial challenges unique to their profession; and
- Baby boomers plan for a successful retirement by maximizing social security, generating income streams from savings, and protecting their assets through insurance and legacy planning.
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. 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 been awarded the designation Certified in Long Term Care (CLTC), and is a qualifying member of the Million Dollar Round Table (MDRT). She is a Registered Representative and Investment Advisor Representative with Securian Financial Services, Inc.
Allison lives in Ashton, MD with her husband, Brian, and daughter, Everleigh. 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 for their own projects!