Allen joined Merrill Lynch Wealth Management in 2019 after a 20+ year career in financial risk management, project finance, and investment structuring. He grew up in Southern California, graduating from UCLA in 1991 with a degree in Mathematics/Applied Science (Economics). He graduated MIT’s Sloan School of Business in 1996, eventually taking roles at the Investment Banks at Citibank (London), UBS (Australia and Singapore) and Merrill Lynch Wealth Management (Singapore). Although past roles were focused on commodities, Allen’s work experience spans several traditional and alternative markets: FX, Credit/ABS, Fixed Income, Real Estate, and Equity Indices. He holds the CFP® certification and CIMA® designation. He lives in Oxnard CA and enjoys SUP, swimming, hiking, and spending time with his 2 sons.
*Some or all alternative investment programs may not be in the best interest of certain investors. No assurance can be given that any alternative investment’s investment objectives will be achieved.
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.
