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Our financial advice team


Scott Kallish Ameriprise Financial Advisor

Scott Kallish

Financial Advisor

Associate Franchise Consultant
FMB Advisors
14
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.
Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Social Security Retirement Benefits
  • Saving for Education
  • Intergenerational Planning
  • Retirement Income Strategies
  • Executive Compensation and Benefit Strategies
  • Women's Financial Strategies
  • Investments
  • Insurance
  • Retirement Planning Strategies
  • Small Business
  • Cash Flow Management Strategies
  • Business Retirement Plans
  • Estate Planning Strategies
  • Family Finances

Interests

    Sports, reading, writing, hanging out with family & f riends, craft beer, the great outdoors, travel, running & fitness, college lacrosse, art & culture, community service and my home town of Johns Creek, GA.

Community participation

Arts on The Creek

The Arts Alliance at Johns Creek

City of Johns Creek Public Art Board

Leadership Johns Creek Alumni

Southeastern Lacrosse Conference (SELC)

https://www.selc.org/

Penn State Alumni

Qualifications

  • Series 7, 66; Life, Disability, Long-term Care Ins, Fix, Index, Variable Annuity

Education

  • Master of Arts in Counseling, Arcadia University, 1989
  • Bachelor of Science, Physical Education, Pennsylvania State University, 1985

Professional associations

  • Financial Services Institute
  • City of Johns Creek Public Art Board
  • Arts On The Creek, Inc.
  • The Cultural Arts Alliance at Johns Creek
  • Leadership Johns Creek Alumni
  • Johns Creek Chamber of Commerce
  • Penn State Alumni
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