Allyse M Malooly CFP, BFA, APMA

Allyse M Malooly CFP, BFA, APMA Financial Advisor at Ameriprise Financial Services, LLC

Please visit https://www.ameriprise.com/social for important rules and disclosures about how you and I can interact on social media.

🎉 BIG NEWS! 🎉Today marks an exciting new chapter as Bespoke Wealth Advisory Group joins ClearCourse Wealth Advisors!Toge...
09/02/2026

🎉 BIG NEWS! 🎉

Today marks an exciting new chapter as Bespoke Wealth Advisory Group joins ClearCourse Wealth Advisors!

Together, we're bringing more resources, expanded capabilities, and the same commitment to helping clients pursue their financial goals with confidence.

We're excited for what's ahead and grateful to everyone who helped make this day possible.

✨ Click below to meet our newly expanded team: https://bit.ly/4i3mS0i

📰 Read our official press release to learn more about this exciting milestone: https://bit.ly/4h4O3qu

08/08/2026

💌✨ It was a wonderful evening filled with meaningful conversations, great company, and thoughtful planning for what matters most. I'm grateful to everyone who joined me for my Family Love Letter Event at 1861 Wine Lounge. Here's a look back at a special night!

08/06/2026
I recently had the pleasure of attending this year's revamped Toast to the City event in Lima and was reminded of just h...
07/10/2026

I recently had the pleasure of attending this year's revamped Toast to the City event in Lima and was reminded of just how special Lima is and how much momentum is building for its future. This community will always hold a special place in my heart. Seeing the continued investment, growth, and pride throughout the city is both exciting and inspiring.

One of the most meaningful moments of the evening was the beautiful tribute to Martie MacDonnell. The lasting impact Martie had on Lima and the countless contributions made to strengthen our community were evident throughout the tribute. It was a touching reminder of how much a dedicated individual can shape a city for generations.

Mayor Sharetta Smith's poetic toast to the city was another highlight, beautifully capturing the spirit, resilience, and promise of Lima. Her words reflected both the pride we have in the city's history and the optimism we share for its future.

Another person who deserves special recognition is John Heaphy. Anyone who knows John knows how deeply he cares about Lima. He has spent years championing big ideas for the community and, more importantly, helping turn those ideas into real projects and opportunities that benefit the city. Lima is better because of people like John who continue to invest in its future.

The evening was made even better by the outstanding food provided by local restaurants. It was a great reminder of the many talented small businesses that help make Lima such a vibrant community.

Events like Toast to the City remind me that Lima's greatest strength has always been its people. The passion, generosity, and commitment of community members, business leaders, volunteers, and public servants continue to move the city forward.
Thank you to everyone helping build an even brighter future for this wonderful community. I'm excited to see what comes next. 🥂

06/18/2026

Just two coworkers abandoned at the window 🥲

📚 Happy World Book Day!  If you know me, you know I usually have a book nearby. Reading has been such a big part of my l...
04/23/2026

📚 Happy World Book Day!

If you know me, you know I usually have a book nearby. Reading has been such a big part of my life and something I genuinely enjoy making time for.

Some books help me grow personally, some make me better in business, and some are just pure fun-but all of them remind me there’s always something new to learn.

I’m so grateful for the ideas, perspective, and inspiration books have brought into my life.

What’s a book you’ve loved recently? I’d love to hear your recommendations 👇

Address

147 N Main Street Ste A
Bluffton, OH
45817

Opening Hours

Monday 8:30am - 5:30pm
Tuesday 8:30am - 5:30pm
Wednesday 8:30am - 5:30pm
Thursday 8:30am - 5:30pm
Friday 8:30am - 5pm

Telephone

+14193589515

Alerts

Be the first to know and let us send you an email when Allyse M Malooly CFP, BFA, APMA posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Contact The Business

Send a message to Allyse M Malooly CFP, BFA, APMA:

Shortcuts

Share