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Our financial advice team

Scott Kallish, Financial Advisor serving the Atlanta, GA area - Ameriprise Advisors

Scott Kallish

Financial Advisor

Associate Franchise Consultant
Windsor Oak Wealth Management
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. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

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


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


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

Professional associations

  • Financial Services Institute
  • Leadership Johns Creek Alumni
  • Johns Creek Chamber of Commerce
  • Penn State Alumni

Community participation

FMB Advisors Team Service Day - Community Garden with Food Well Alliance - 2022
FMB Advisors Team Service Day - Community Garden with Food Well Alliance - 2022

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)

Penn State Alumni


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