With the goal of helping clients determine their “why’s and what’s possible,” Allen assists a growing circle of successful individuals and generations of their families. Having worked in the medical field before entering financial services, he has attracted chiropractors, dentists and other medical professionals who value his understanding of their needs and his ability to introduce the firm’s practice solutions.
“For me, it’s about the relationship,” Allen says. “I genuinely care about clients and bringing them unbiased, thoughtful guidance. Regardless of the issue or time of day, I encourage clients to call – they have my cell number. I want to be their ‘go-to’ person – someone they feel comfortable calling.”
Taking clients’ emotion out of investing is critical to Allen. Listening to what clients say are their most cherished goals and greatest fears, he is able to customize an integrated financial strategy that addresses their vision for themselves and the people they love. He reminds clients to be concerned only with what they can control.
When it comes to investments, Allen only recommends holdings that he can explain in simple terms – so that clients can understand what they own and why. Using Merrill research*, he creates portfolios across asset classes, taking a long-term view to help achieve desired results with minimal risk.
Beyond each client, Allen dedicates time to meeting with entire families. Putting a premium on organizing a family’s financial affairs in order to help enhance their generational wealth, Allen is detail-oriented – often reviewing multiple documents to help clients pass along wealth efficiently. He also finds time to educate “the next generation” in clients’ families, so that the lessons of hard work, good financial habits and family values can be shared.
Given Allen’s previous career spent as a medical representative, he is well versed in the opportunities and challenges specific to those in the medical field. He explains, “I came to Merrill for two primary reasons. First, was the suite of services and solutions I could offer to chiropractors, dentists and others. Second was the fact that I could enhance clients’ wealth on both sides of their balance sheets, by giving them access to Bank of America for residential, securities-based and business lending.”
For Allen, his “why” is his family – his wife (who co-founded a private school system, Acton Academy Fishers, and now serves as head-of school), their two daughters (one who will be attending Butler University) one son, and miniature Labradoodle. Allen and his family attend I-town Church, where he’s active in delivering food and other community projects. He is also a runner whose training follows his own investment advice (slow wins the race). Allen graduated from Hanover College with a Bachelor’s degree in Communications and a minor in Latin.
*BofA Global Research is research produced by BofA Securities, Inc. (“BofAS”) and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation. Any information presented in connection with BofA Global Research is general in nature and is not intended to provide personal investment advice. The information does not take into account the specific investment objectives, financial situation and particular needs of any specific person who may receive it. Investors should understand that statements regarding future prospects may not be realized.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Bringing fresh perspectives to your financial life
The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.
Helping you create a personalized plan
At Merrill, we go beyond the traditional role of an advisor.
- Your goals, concerns and attitude about investing are the foundation of your plan.
- We actively listen and provide personalized advice — ensuring we understand what matters most to you and your family.
- We're committed to creating a personalized plan that evolves with you to help you live well today while preparing for the future.
Giving you access to our teams and solutions
Your advisor is one part of an experienced team dedicated to helping you achieve your goals. Acting as your single point of contact, your advisor provides personalized strategies and connects you with:
- Bank of America specialists, such as mortgage or trust professionals
- Timely insights from BofA Global Research1 to help you stay informed and navigate ever-changing markets
- A full suite of Merrill investing and Bank of America banking solutions
1BofA Global Research is research produced by BofA Securities, Inc. ("BofAS") and/or one or more of its affiliates. BofAS is a registered broker-dealer, Member SIPC, and wholly owned subsidiary of Bank of America Corporation ("BofA Corp.").
