Daniel Allen, JD, CFP®
Since joining our team in 2015, Daniel Allen has become a trusted partner for our clients. His legal education background and financial services experience allow him to provide distinctive insights into the comprehensive investment strategies he recommends.
As a native Memphian, Daniel was part of the first graduating class at St. George’s Independent School, where he now serves as an ex-officio board member. He’s also a graduate of The University of Tennessee and the Charlotte School of Law.