Allison Batt, MS
Wealth Management Licensing – Series 7, 63, 66, life & health insurance
Over the past decades, Allison has been driven to help thousands of physicians and their families accomplish their personal and professional goals. Her comprehensive approach to financial planning incorporates wealth management strategies, maximization of tax shelters, specialty specific disability insurance and life insurance planning. Allison’s methodical, step-by-step approach, empowers physicians to better understand their financial options and make informed decisions.
Allison is a founder of the BattDouglas Financial Group. Her 20 + years of experience began with nine years in wealth management at Fidelity Investments. Her extensive knowledge ranges from retirement and college planning to debt reduction and optimization of insurance coverage. She built her skills by studying logic and mathematics through her Master’s degree in Chemistry. Allison’s love for problem solving compliments her analytical nature to further serve her clients.
When Allison is away from the office, she enjoys spending time with her husband, Robert, and their two children Nick & Frank. Their dog, Pepper, adds spice to the household. Her love for attention to details can be seen in her cookie baking, family Lego builds and travel planning. Balancing “living life to its fullest” and “successful saving strategies” is at the core of everything Allison does.
Allison Batt, M.S.
University of Cincinnati – Masters of Science in Biochemistry
Hiram – Bachelor of Arts, ACS Certified Chemistry Major
E-mail: allison@battdouglas.com