Allen has worked in the industry since 2011. As Director of Planning, he oversees the Financial Planning Team and Process for new and existing clients. He also provides support during the coordination of Plan Implementation.
Holding a bachelor’s degree in economics from the University of South Carolina, Allen began his financial services career as a Personal and Small Business Banker at Wachovia. He soon transitioned to BB&T Scott & Stringfellow, where he became a Registered Sales Assistant and passed his Series 7, 66, and Insurance Exams. He then advanced to a Financial Advisor role, focusing on investment research and portfolio management.
Allen then moved to Wells Fargo Advisors with his team, where he continued advising clients and training employees in financial planning. In 2019, driven by a desire to make a deeper impact, he earned the Certified Financial Planner™ designation and shifted his focus toward comprehensive, client-centered planning.
Outside of work, Allen enjoys time with his family, coaching youth sports, woodworking, playing tennis, and being outdoors. A few items on his bucket list include a family mission trip and a vacation to Bora Bora or Tahiti.
He is passionate about helping individuals and families align their financial decisions with what truly matters to them.