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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

15 South Main Street Suite 901, Greenville, SC 29601

(864) 271-3422

Charlotte

11020 David Taylor Drive Suite 430, Charlotte, NC 28262

(980) 224-4772

15 South Main Street Suite 901, Greenville, SC 29601

Provided Services

Trusts & Estate Planning

Trusts & Estate Planning

With 30 years of expertise serving as sole Trustee, Co-Trustee, and Directed Trustee for thousands of clients, Argent can expertly serve the multi-generational financial needs of your family.

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Wealth Management

Wealth Management

Our expert 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: August 10, 2022

The Morning View: August 10, 2022

Announced this morning, the Consumer Price Index was unchanged in July and increased 8.5% on an annual basis, both less than expected.  Monthly prices for Fuel Oil, down -11.0%, and Gasoline, down -7.7%, were the leading decliners.  The core rate, which excludes...

Why Should I Sell My Minerals?

Why Should I Sell My Minerals?

BY: DAVID SMITH Business Development Officer, Argent Mineral Management (318) 251-5854 If you are a mineral owner, you have probably been advised at some point to never sell your minerals. Whether this advice was from a relative, an attorney, a land professional or...

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