Gaylen Allen

Gaylen Allen is a Financial Advisor with The Parker-Rook Group at Merrill Lynch Wealth Management, where she works with individuals and families to build thoughtful, coordinated strategies around their financial lives. She takes a planning-focused approach, helping clients connect their investments, retirement savings, cash flow, and long-term goals while keeping the bigger picture in focus. Gaylen holds the Chartered Retirement Planning Counselor™ , CRPC™ designation and has a passion for financial literacy and education. She strives to make complex financial topics easier to understand so clients can feel informed and confident as they make decisions about their future.

A Charlotte native, Gaylen is passionate about building meaningful relationships both with her clients and within her community. She serves as President of the Ellevate Network Charlotte Chapter, where she helps create opportunities for women to connect, build relationships, and grow professionally. Gaylen earned her Bachelor of Science in Business Administration, cum laude, from the University of North Carolina Wilmington Cameron School of Business, with concentrations in Marketing Strategy and International Business. Outside of work, she enjoys traveling, sewing and embroidery, trying new recipes, and spending time with family and friends.