Allen leads the team in providing creative wealth management solutions and strategies serving executives, entrepreneurs, business owners, affluent multi-generational families and foundations.
Allen has over 30 years in wealth management initially joining Lehman Brothers in Dallas, TX in 1988 and was promoted to multiple senior management roles within that firm serving in Dallas, New York, Connecticut, Chicago, the Gulf Coast of Alabama and Florida, and Atlanta. Allen came to Wells Fargo Advisors in 2013 as the Market Leader of the Private Client Group and Wealth Brokerage Services for Atlanta and North Georgia.
Allen holds a Bachelor of Science degree in Business Administration & Finance from Trinity University in San Antonio Texas. He and his wife Sandy, who is an RN, have been married 32 years, have three wonderful children and are all active in the Presbyterian Church. Allen served in many leadership positions and on councils at Wells Fargo along with his previous firms and is serving on the Board of Directors for Family Promise of Hall County.
CA insurance license #: 4168140 resident state, GA
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