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John O. Allen, Jr

Market President - Greenville, SC

AEP®
AIF®
CTFA®

John Allen manages client relationships and leads 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 Fiduciary 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 former 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 a current member of the board the Rotary Club of Greenville SC. He is also a mentor for the Upstate Warriors Solutions organization and a volunteer and mentor at Alexander Elementary School.

Greenville

355 South Main Street, Greenville, SC 29601, USA

(864) 271-3422

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

(980) 224-4772

355 South Main Street, Greenville, SC 29601, USA

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With over 30 years of expertise serving as sole trustee, co-trustee, successor trustee and directed trustee for thousands of clients, Argent can expertly serve the multi-generational wealth preservation and transfer needs of your family.

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Wealth Management

Wealth Management

Our expert wealth advisors can assist with preserving and growing wealth through tax and risk management, planning for the transfer of wealth, carrying out philanthropic goals and consulting on the preservation of family vision and preparing heirs.

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Insights

The Morning View: April 18, 2024

The Morning View: April 18, 2024

In this morning’s data, Initial Jobless Claims were 212,000 for the week ending April 13th, slightly less than expected and the same as the revised figure from the previous week. In addition, Continuing Claims were 1,812,000 for the week ending April 6th, also...

The Morning View: April 10, 2024

The Morning View: April 10, 2024

In this morning’s data, the headline Consumer Price Index (CPI) increased 0.4% in March, more than expected and grew 3.5% on an annual basis, three-tenths above the annualized figure from the previous month. Monthly prices for Gasoline, up 1.7%, and Transportation...

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