Scott Allen

Scott Allen

Partner

Retirement Planning Specialist

At Retirement Group

Scott Allen is a partner with Alpha Omega Financial, LLC.  He began his career with AXA Advisors in 2011 and holds Series 7, Series 63 and Series 65 FINRA securities registrations.   Scott’s passion is to help his clients accumulate assets for retirement, college funding, or other large purchases, and to help them avoid the major threats to their financial security. He also works with small business owners with strategies to help them protect and pursue more value from their business with greater tax efficiency.

With his engineering background and experience running a family owned construction company, Scott has a practical and holistic approach to offering financial products and planning services to his clients.  Rather than just recommending a random combination of unrelated products, he seeks first to understand your specific financial goals and investment objectives.  From there he works together with his clients to develop and implement a plan allowing them to achieve financial peace and security, and to help them overcome the obstacles that will be encountered along the way.

Scott is active in the Asheboro community where he and his wife, Beth, raised their two children. His community activities include:

Member of First Presbyterian Church

Serving on the Session for First Presbyterian Church

Serving as a Middle School Youth Advisor

Drummer for the Church Praise Band

Member of Asheboro Rotary

The 4 F’s are extremely important in Scott’s life:  Faith, Family, Friends, and Fishing.  Beyond that, he enjoys laughing, exercising and playing tennis.  Thanks for visiting.

 

 


Securities and investment advisory services offered through AXA Advisors, LLC (212-314-4600), member FINRA/SIPC. Annuity and insurance products offered through AXA Network, LLC and its insurance agency subsidiaries. AXA Network, LLC does business in California as AXA Network Insurance Agency of California, LLC and, in Utah, AXA Network Insurance Agency of Utah, LLC. AXA Advisors and its affiliates do not provide tax or legal advice. Individuals may transact business and/or respond to inquiries only in state(s) in which they are properly registered and/or licensed. The information in this web site is not investment or securities advice and does not constitute an offer.

Alpha Omega Financial, LLC is not owned or operated by AXA Advisors, LLC or its affiliates.

Phone (336) 610-4242
Fax (336) 629-7563
Mobile Phone (336) 215-8156