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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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Latest News & Resources

Insights

Market Perspectives- September 2023

Market Perspectives- September 2023

An Oversold (and Confused) Market • In mid-July, 87% of the S&P stocks exceeded their 50-day moving average. By mid-August, the high point had fallen to 33%, and as of September’s close, the number of stocks still holding above their 50-day moving average slipped...

Investment Outlook – September 2023

Investment Outlook – September 2023

Same Song, Second (or Third or Fourth) Verse There’s a certain sameness to the current market environment. It seems that we’ve been facing a familiar dynamic tension for most of the past year: GDP is thankfully still positive — no recession yet, and the unemployment...

The Morning View: September 29, 2023

The Morning View: September 29, 2023

In this morning’s data, Personal Income grew 0.4% in August, as expected and higher than the previous month.  Personal Spending grew 0.4% in August, slightly lower than expected and moderately lower than the previous month.  Real Personal Spending, which accounts for...

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