Financial Advisor John Pallo

John Pallo

Intelligent Financial Thinking

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John Pallo

John Pallo, a Creative Capital Group through Money Concepts financial advisor in Louisville, Kentucky, has been serving clients since 1989. John helps to guide clients in the areas of cash flow management, insurance, asset management and protection, wealth management, investment management and retirement planning. When studying a client’s portfolio, John plans enhancement strategies in terms of big-picture concepts and then selects the appropriate products, rather than the other way around. Each and every day, John strives to stay in tune with what’s happening economically on the global scale and plans for his clients’ investments accordingly.

Check John Pallo's Background

John

John Pallo

John Pallo, a Creative Capital Group through Money Concepts financial advisor in Louisville, Kentucky, has been serving clients since 1989. John helps to guide clients in the areas of cash flow management, insurance, asset management and protection, wealth management, investment management and retirement planning. When studying a client’s portfolio, John plans enhancement strategies in terms of big-picture concepts and then selects the appropriate products, rather than the other way around. Each and every day, John strives to stay in tune with what’s happening economically on the global scale and plans for his clients’ investments accordingly.

Pamela

Pamela Rankin

William Dye

William Ray Dye is an independent wealth advisor who has been in the financial industry since 1992. He works closely with strategic partners, attorneys, and Certified Public Accountants to implement tactical portfolio, estate, and tax strategies. He is a founding member of the Louisville Ky Profit Promoters chapter of Business Network International, an organization in which he has been quite active since 1997. Outside of work, William enjoys collecting vinyl records and vintage stereo equipment, muscle cars, working out, and tending to his saltwater reef tank and freshwater aquarium. He has been a proud resident of Fern Creek since 1974.

Check William Dye's Background

William

William Dye

William Ray Dye is an independent wealth advisor who has been in the financial industry since 1992. He works closely with strategic partners, attorneys, and Certified Public Accountants to implement tactical portfolio, estate, and tax strategies. He is a founding member of the Louisville Ky Profit Promoters chapter of Business Network International, an organization in which he has been quite active since 1997. Outside of work, William enjoys collecting vinyl records and vintage stereo equipment, muscle cars, working out, and tending to his saltwater reef tank and freshwater aquarium. He has been a proud resident of Fern Creek since 1974.

John

John Casconi - CPM

Greg

Greg Moore

Thomas

Thomas Harris

Alisa

Alisa Rowe

Assistant

Alisa has been working with Chuck as his Administrative Assistant since 2006. She stays busy preparing paperwork for meetings, processing client applications and maintaining the file database. Alisa is always available and happy to help answer any client questions. Her background is primarily in loan processing, and she has worked in that capacity in a college, secondary finance and bank setting. She brings a vast knowledge of credit reporting and banking processes to the table.

Born and raised in Pleasure Ridge Park, Alisa still lives there with her husband Kenneth and their daughter Faith. One of her favorite activities is cheering on her daughter and her state champion teammates at their high school bowling competitions.  She also makes deco mesh wreaths for charity.

Alisa

Alisa Rowe

Assistant

Alisa has been working with Chuck as his Administrative Assistant since 2006. She stays busy preparing paperwork for meetings, processing client applications and maintaining the file database. Alisa is always available and happy to help answer any client questions. Her background is primarily in loan processing, and she has worked in that capacity in a college, secondary finance and bank setting. She brings a vast knowledge of credit reporting and banking processes to the table.

Born and raised in Pleasure Ridge Park, Alisa still lives there with her husband Kenneth and their daughter Faith. One of her favorite activities is cheering on her daughter and her state champion teammates at their high school bowling competitions.  She also makes deco mesh wreaths for charity.

Ryan

Ryan Lytle

Ryan

Ryan Lytle

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Important Investing Information: Not all investments and services mentioned are available in all states. Money Concepts registered representatives are restricted to conduct business only with residents of a state and/or jurisdiction for which they are properly registered. When investing from outside of the United States, you are subject to the securities and tax regulations governing your jurisdiction. Contact us directly for detailed information about investment regulations outside of the United States. Registered Representatives State License Disclosure

John Pallo is an independent contractor of Money Concepts
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