Allison Betts

Private Wealth Manager at Oxford Wealth Advisors, an E.A. Buck Company

Role
Financial Professional at Oxford Wealth Advisors, An E.A. Buck Company
Location
Albuquerque, NM, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

Experience

  1. Financial Professional

    Oxford Wealth Advisors, An E.A. Buck Company

    Dec 2024 — Present

    Oxford Wealth Advisors, an E.A. Buck Company (OWA), is an independent financial services firm helping individuals create retirement strategies using a variety of insurance and investment products to custom suit their needs and objectives. Securities offered only by duly registered individuals through Madison Avenue Securities, LLC (MAS), member FINRA/SIPC. Investment advisory services offered only by duly registered individuals through Buck Wealth Strategies (BWS), a Registered Investment Adviser. Registration as an investment adviser does not imply a certain level of skill or training. BWS, E.A. Buck Financial Services, and OWA are not affiliated with MAS. BWS, E.A. Buck Financial Services, and OWA are affiliated by common ownership.

Education

  • Northern Michigan University

    B.S., Theatre

Skills

  • Research
  • Microsoft Office
  • Editing
  • Photoshop
  • Management
  • Team Building
  • Volunteer Management
  • Training
  • Healthcare
  • Leadership
  • Teaching
  • Photography
  • Social Networking
  • Fundraising
  • Social Media Marketing
  • Marketing Strategy
  • Event Management
  • Adobe Creative Suite
  • Customer Service
  • Project Management
  • Project Planning
  • Leadership Development
  • Microsoft Word
  • Public Speaking
  • Marketing
  • Public Relations
  • Wordpress
  • Coaching
  • Organizational Development
  • Outlook
  • Marketing Communications
  • Facebook
  • Event Planning
  • Microsoft Excel
  • Powerpoint
  • Proposal Writing
  • Advertising
  • Copywriting
  • Social Media
  • Community Outreach

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Allison Betts — Financial Professional at Oxford Wealth Advisors, An E.A. Buck Company in Albuquerque, NM, US | Unifers