Scott Allen
Helping You Avoid Common Financial Mistakes
- Role
- Financial Consultant at Equitable Advisors
- Location
- Asheboro, NC, US
- LinkedIn followers
- 500 followers
Finance & AccountingView LinkedIn profile
About Scott Allen
Mission: “To ensure our clients are prepared for and live out retirement with peace…
Experience
Financial Consultant
Jan 2020 — Present
Education
Asheboro High School
High School Diploma
1984 — 1987
North Carolina State University
Civil Engineering-Construction Option, Construction, Business
1987 — 1992
Skills
- Ira Rollover Strategies
- Income Protection Strategies
- 529 Plans
- Retirement Planning Strategies
- Long Term Care Planning Strategies
- Tax-Efficient Investing Strategies
- Investment Advisory Services
- Executive Benefits Planning
- 401k Rollover Strategies
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