Allen Hewett has over 30 years of experience in the financial services industry. He has been a financial advisor and portfolio manager since 2003. In that capacity, he has operated under the Registered Investment Advisor (RIA) platform managing separate accounts and an investment fund as Chief Investment Officer. His client base has included high net worth individuals, endowments, family offices and select institutions. Throughout his investment management and advisory career, he has worked with investors to offer private investment opportunities as well. In addition to being a Chartered Financial Analyst® (CFA®) charterholder and former Investment Advisor (IA), he has operated under a hybrid broker-dealer model including capital raises and private placements (equity).
In the first half of his career, Allen worked with predecessor financial institutions bought by Bank of America and Wells Fargo, as well as Stephens Inc., in banking and investment banking roles. He was actively involved in all aspects of capital markets including mergers & acquisitions, equity and debt offerings, lending and a variety of advisory roles. He has worked extensively with families, family offices, business owners, entrepreneurs and executives to finance their growth, optimize liquidity events and preserve/grow their wealth. Starting and advising numerous banks throughout the southeast, the financial institutions industry has been his primary focus.
A native of North Carolina, most all of his career has been in Charlotte, NC and Atlanta, Georgia. He and his family including his wife and three sons are excited to join the Merrill/Bank of America organization. Active in the community, Allen's hobbies include outdoor activities (especially in the mountains) such as hiking, boating, hunting/fishing, biking and golf.
Community involvement is an integral part of how we interact with clients and communities. We are enthusiastically involved with volunteering and fundraising for organizations such as churches, non-profits and other philantrophic causes . Let us show you how our professionalism and dedicated client service could benefit you and your family. Contact us at your earliest convenience.
My mission, first and foremost, is to understand you and what matters most to you. To take the time to ask smart questions and listen carefully, then understand in detail, exactly where your finances stand today and where you'd like them to be tomorrow. I then help you design and bring to life a customized financial strategy that can help you and your family pursue personal financial goals while helping to manage strategic investment risk. My approach is about creating comprehensive strategies to that can help turn your 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.
