Allison Kay Dubreuil

Employer firm

Haven Financial Partners LLC CRD 336748

$7.56M regulatory AUM

Reported services (Item 5G)

• Financial planning
• Portfolio management (individuals)
• Selection of other advisers

From the firm’s Form ADV. Read the guides:

• Item 5F — Regulatory AUM
• Item 5G — Advisory services
• Full firm profile

Current Employers

Employment History

• 08/2015 → 08/2023
  Wealthway Financial Advisors
  Norfolk, VA
• 09/2023 → 09/2025
  Greystone Financial Group, Llc
  Bloomfield Hills, MI
• 04/2025 → Present
  Haven Financial Partners, Llc
  Virginia Beach, VA
• 08/2017 → Present
  Excelworks Llc
  Virginia Beach, VA

Previous Registrations

• 2023-09-26 → 2025-09-03
  Greystone Financial Group, Llc
  Virginia Beach, VA
  Bloomfield Hills, MI
• 2017-09-22 → 2023-08-04
  Wealthway Financial Advisors
  Norfolk, VA
• 2012-07-09 → 2015-08-11
  Mml Investors Services, Llc
  Virginia Beach, VA

Other Businesses

(1)NAME: EXCELWORKS LLC INV REL: N ADD: 2628 SPRINGHAVEN DRIVE, VIRGINIA BEACH, VA 23456 NATURE: DIVING EQUIPMENT SALES POSITION: OWNER START DATE: 08/10/2017 NO. HR/MO: Less than an hour NO. HR/MO DURING SEC TRADING: 0

Exams

• S63 Uniform Securities Agent State Law Examination
  2012-06-20

Designations

• Certified Financial Planner

Other Names

• Allison Kay Moss
• Allison Kay Moss