With more than 28 years of experience advising wealthy individuals and their families, Allen coordinates activities with attorneys, bankers and other family advisors. With the resources of Alex. Brown, a division of Raymond James behind him, as his client, you can rely on Allen to help you with all your financial needs and goals.Committed to the highest level of service, Allen regularly travels around the globe to meet in person with his clients. Prior to joining Alex. Brown, a division of Raymond James in 2016, Allen gained valuable financial services industry experience at such firms as Morgan Stanley and SunTrust Investment Services.Originally from Charleston, South Carolina, Allen now lives in Atlanta and has three children, Meredith, Christine and A.J. He earned his bachelor’s (with honors) and a master’s in business administration from the University of South Carolina. Active in his community, he is a member of the Peachtree Presbyterian Church, the Atlanta Technology Angels, and the Sarasota Angel Investor Network. In his spare time, Allen enjoys traveling and sports and is an avid wine collector.
Listed skills include Financial Services, Financial Planning, and Wealth Management.