Allison Batt, MS
Allison helps physicians and their families accomplish their financial goals with concierge-level service in order to help them achieve success in their professional and personal lives. She concentrates on comprehensive financial planning by tailoring strategies to the unique financial circumstances of physicians. Her work demonstrates a true passion for the details that help make her client’s dreams a reality.
Allison is a founder of the BattDouglas Financial Group. Her 18 years of experience in the financial services industry brings with it extensive knowledge and experience ranging from estate planning, trusts, and charitable giving to retirement income planning. 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. She holds her Series 7, 63, 66 and life & health insurance licenses. She is securities licensed in the following states: AZ, CA, CO, FL, GA, IN, MO, NC, NV, NY, OH, PA, VA
Allison Batt, M.S.
Hiram – Bachelor of Arts, ACS Certified Chemistry Major
University of Cincinnati – Masters of Science in Biochemistry