At The Monarch Group of BB&T Scott & Stringfellow, we believe in our clients and in the power of their hopes and dreams. We exist to help others pursue a life free of financial worry and concern.
Many firms provide investment management services, yet few successfully integrate them into a holistic wealth management offering. The Monarch Group provides financial, investment and estate planning strategies that work together in support of your unique needs and objectives. We believe our approach is holistic, strategic and transformational. We invite you to experience the difference.
Our core strength is our commitment to superior client service. Personal service will define all aspects of our relationship with you. We bring together specialists to support your goals, and we deliver exceptional care and attention. By listening before acting, we provide advice that anticipates and responds to your unique requirements.
Each fall, Monarch butterflies in Maine begin an unbelievable journey to a hilltop in Mexico. How do they make this seemingly impossible journey? They focus on the goal, not the difficulties. Each day they set off, trusting their instincts and desire to steer them. They accept what comes – some winds blow them off course, others speed them along. They keep flying until, one day, they arrive.
And so it is with financial planning and investment management. Each client has their own goals, as well as their own unique opportunities and challenges. If it were easy to reach financial goals, everyone would do it. That is not the case because like the Monarch butterfly, there are unforeseen challenges that arise that can derail a financial plan if not handled properly. Likewise, there are unexpected opportunities that when captured can ease the way toward reaching the goal.
This is the essence of what we do: guide and steer clients through both strong headwinds and strong tailwinds, keeping focused on the goal to deliver results. Successfully completing the journey.
Elizabeth Wilson Allbritton, CFP®, Managing Director and Financial Advisor
Phone: 615-873-2127 LAllbritton@BBTScottStringfellow.com
Liz has nearly three decades of experience in financial planning and wealth management. She is a CERTIFIED FINANCIAL PLANNER™ practitioner and a Chartered Mutual Fund Counselor. She holds a bachelor’s degree in management and human relations and a master’s degree in financial planning. Liz was named to the Chairman’s Club with LPL Financial between 2008 – 2015, an honor reserved for the firm’s top 6% of financial advisors, based upon production.
A native of Kentucky, Liz has made middle Tennessee her home for more than 30 years. She currently serves as chair of the Foundation Committee at Franklin First United Methodist Church, and as chair elect of the executive board of the Middle Tennessee YMCA Association. A passionate advocate for the YMCA, Liz formerly served as chair of the Annual Giving Campaign and board chair for The Maryland Farms YMCA. In 2017, the YMCA recognized Liz with its highest volunteer award, The Order of the Red Triangle.
Liz is a past president of the Nashville Triathlon Club. She has served on the board of the Leukemia and Lymphoma Society of Tennessee, and was honored as its Woman of the Year in 2006. She is a triathlete who has competed in dozens of triathlon events, including an Ironman in Coeur d’Alene, Idaho.
In her free time, she enjoys training and spending time with friends and family, travel and Auburn football. Liz and her husband, Bob, live in Franklin, Tennesee, with Nova, their energetic miniature schnauzer.
Krista Bowen, FPQP™, Portfolio Management Officer
Phone: 615-873-2128 KBowen@BBTScottStringfellow.com
Krista Bowen has more than 25 years of experience in the financial services industry. She has a bachelor’s degree in marketing from Lipscomb University and has earned the Financial Paraplanner Qualified Professional™ (FPQP) designation from the College for Financial Planning. In 2014, she obtained her securities registrations, as well as her life and health insurance license with the state of Tennessee.
Krista, her husband, Kevin, and their two children, Butler and Evann, have made the Nashville area home for more than 25 years. Life is busy at the Bowen household with school, church and community activities. Krista and Kevin are members of the Marriage and Family ministry at their home church, teaching classes and mentoring newly engaged couples. They are also very involved in on-going mission work on the northern coast of Haiti. In her free time, Krista enjoys exercising, attending concerts with her family and spending time with their 135lb lap dog, Thor. And, she’s always busy planning their next family vacation to Disney World!
Irene Campbell, Client Service Associate
Phone: 615-873-2129 ICampbell@BBTScottStringfellow.com
Irene Campbell earned her bachelor’s degree in accounting from Athens State College prior to her 20 years of experience as a practicing CPA. Prior to earning her degree, Irene studied at SCAD – Savannah School of Art and Design. After leaving her accounting career to spend more time with her family, she eventually started her own interior design business.
Irene has a penchant for detail, solid financial experience, and the gift of making everything she touches pleasing to the eye. Irene is active in church and community activities. She is a member of Philanthropic Educational Organization and has been involved in fundraising for her local chapter. She enjoys gardening, cooking and decorating. Irene and her husband, Overton, have been married 35 years and have two adult children, Lee and Molly.