AEP® AIF® CTFA®
John Allen manages client relationships and lead the Greenville office in its client service efforts. He has 35 years of experience in trust, wealth management, tax and financial planning.
Allen holds a BA from Furman University and is an Accredited Estate Planner (AEP), Certified Trust Financial Advisor (CTFA®) and Accredited Investment Fiduciary (AIF®). Allen is also a graduate of the National Graduate Trust School and Campbell University’s Southeastern Trust School.
He is a member of the Charlotte NC Estate Planning Council, the Greenville SC Estate Planning Council, Board of Directors of Destination Cleveland County (NC), Board member and treasurer of the Don Gibson Theater in Shelby NC, Board member of the Bankers House Foundation in Shelby NC and the Rotary Club of Greenville SC. He is also a mentor for the Upstate Warriors Solutions organization and a volunteer teacher at Serenity Place.