Allie Email & Phone Number
Financial Planner at May Financial Services, Osaic FA
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Allie Location
- Evansville, IN, US
Allie Work
- Financial Planner at May Financial Services, Osaic FA @ Osaic FA (August 2024 - Present)
- Financial Planner @ Lincoln Financial Advisors (now Osaic FA) (January 2007 - August 2024)
Allie Education
- Indiana State University
- Indiana State University
Bachelor of Science (BS) (Finance and Financial Management Services)
Allie Skills
- Microsoft Office
- Management
- Project Planning
- Business Systems
- Budgets
- Estate Planning
- Personal Financial Planning
- Education Funding
- Investment Strategies
- Buy Sell Agreements
- Income Protection
- Charitable Gift Planning
- Holistic Financial Planning
- Retirement Planning
- Life Insurance
- Long Term Care Insurance
Allie Summary
- Allie, based in Evansville, IN, US, is currently a Financial Planner at May Financial Services, Osaic FA at Osaic FA. Allie brings experience from previous roles at Lincoln Financial Advisors (now Osaic FA). Allie holds a Indiana State University. With a robust skill set that includes Microsoft Office, Management, Project Planning, Business Systems, Budgets and more. Allie has 1 mobile phone numbers on RocketReach.
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