Michael Allard

Michael Allard Email and Phone Number

Managing Director @ Freestone Capital Management | Client Advisory, Wealth Management @ Freestone Capital Management
seattle, washington, united states
Michael Allard's Location
Aptos, California, United States, United States
Michael Allard's Contact Details

Michael Allard personal email

n/a

Michael Allard phone numbers

About Michael Allard

Managing Director at Freestone Capital Management, a leading independent wealth management firm that serves high-net-worth individuals and families.With over 28 years of experience in the financial services industry, I am a seasoned and trusted advisor who helps clients achieve their financial goals and aspirations. In my role as a client advisor at Freestone Capital, I work with a team of professionals to deliver comprehensive and personalized financial advice and services to a diverse and sophisticated client base. I leverage my extensive knowledge and experience in the financial markets, as well as my strong relationships and communication skills, to understand each client's unique needs, preferences, and risk tolerance, and to provide tailored and objective recommendations that align with their long-term objectives.

Michael Allard's Current Company Details
Freestone Capital Management

Freestone Capital Management

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Managing Director @ Freestone Capital Management | Client Advisory, Wealth Management
seattle, washington, united states
Website:
freestonecapital.com
Employees:
78
Michael Allard Work Experience Details
  • Freestone Capital Management
    Managing Director
    Freestone Capital Management May 2019 - Present
    San Francisco Bay Area
    As a client advisor, I understand each client has a unique set of financial complexities and long-term goals. At Freestone, we offer a full suite of services to help protect, grow or transfer your wealth, and address all aspects of your financial life to provide peace of mind and the freedom to focus on what truly matters.
    View
  • Scharf Investments, Llc
    Senior Vice President
    Scharf Investments, Llc Jun 2016 - May 2019
    Scotts Valley, Ca
    (note: Per SEC regulations, 'recommendations' and 'endorsements' are not permitted on public forums. Although I appreciate those I have received, I am not able to post them)
  • Scharf Investments, Llc
    Vice President Of Client Relations
    Scharf Investments, Llc Jan 2006 - May 2019
    Scotts Valley, California
    (note: Per SEC regulations, 'recommendations' and 'endorsements' are not permitted on public forums. Although I appreciate those I have received, I am not able to post them)
  • Wells Fargo
    Vp
    Wells Fargo Nov 2003 - Dec 2005
    View
  • Charles Schwab
    Vp
    Charles Schwab 1993 - 2003
    View

Michael Allard Education Details

Frequently Asked Questions about Michael Allard

What company does Michael Allard work for?

Michael Allard works for Freestone Capital Management

What is Michael Allard's role at the current company?

Michael Allard's current role is Managing Director @ Freestone Capital Management | Client Advisory, Wealth Management.

What is Michael Allard's email address?

Michael Allard's email address is mi****@****nts.com

What is Michael Allard's direct phone number?

Michael Allard's direct phone number is +183142*****

What schools did Michael Allard attend?

Michael Allard attended California State University-Chico, Carmel High.

Who are Michael Allard's colleagues?

Michael Allard's colleagues are Jason Mann, Steve Pham, Aaron Sellsted, Gary Furukawa, Michael Kirkham, Mellany Lengeling, Cfp®, Kasten Caniford.

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