Daniel Allen, JD, CFP®
Wealth Advisor, Member
As a wealth advisor and CERTIFIED FINANCIAL PLANNERTM, Daniel Allen focuses on crafting comprehensive investment and planning strategies and developing relationships with our clients. As a member of Red Door’s investment committee, he draws on his legal education and financial services experience to deliver customized solutions to meet each client’s specific needs and objectives.
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 studied finance and international business at The University of Tennessee and earned his Juris Doctor from the Charlotte School of Law. He and his wife, Sara, have two young sons.