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 holds membership in the Charlotte NC Estate Planning Council, Board of Destination Cleveland County (NC) and the Shelby NC Rotary Club, where he served as membership chair.