About Allison
Allison M Taylor M.B.A.,CSS
Associate Financial Advisor
Transcedent Wealth, a private wealth advisory practice of Ameriprise Financial Services, LLC
4000 Legato Road Suite 1100
Fairfax, VA 22033
Office (703)2721561 Fax: 703.955.3225 Text 703.215.9851
email: [email protected]
Allison Taylor, Financial Advisor in Fairfax, VA (ameripriseadvisors.com
Education
MBA
Licenses
Series 63
Series 7
Series 66
Life
Variable Contracts
Accident & Health
IBF Designations
CSS™
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Certified Social Security & Medicare Specialist
Social Security optimization, Medicare enrollment, and benefits planning.
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At a Glance
IBF Designations
1
Member Since
2024
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Practitioner-Reviewed education since 1988
Profile verified · March 2026
Understanding Credentials
What makes an IBF-designated advisor different?
1988
Established track record
Founded by a practicing financial advisor who believed designations should teach practical skills, not just theory.
CE
Ongoing requirement
IBF-designated advisors maintain credentials through continuous education, keeping knowledge current.
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Nonprofit education
Focused on advisor education and professional development. Content reviewed by practicing advisors and SMEs.