Dr. Jeffrey S. Allen, CFP®

Advisor,

Dr. Jeffrey S. Allen, CFP®

Jeff entered the financial service industry 15 years ago following his vast experience in the medical industry. Jeff is our team specialist in working with medical practices, closely held corporations, and families to provide wealth management solutions. He focuses on developing a coordinated wealth creation and preservation plan to help with investment planning issues often encountered by medical professionals. As a certified physician, Jeff brings a distinct perspective and experience to these client needs. During his years in the medical industry, Jeff was the Chairman of an Emergency Medicine department and served on the hospital board. He developed and managed four Vermont urgent care centers as well as serving as CEO for 16 years. Jeff went on to manage retirement plans for fellow physicians. He is a CERTIFIED FINANCIAL PLANNER™ practitioner and holds the Series 6, 7 and 66 licenses along with Life, Health and Accident, and Variable Annuities Insurance licenses. He also has a Doctor of Medicine Degree from the University of Vermont College of Medicine and holds a Bachelor of Science Degree from the United States Air Force Academy.

Jeff and his wife Susan have a son, Michael, and two daughters, Kelly and Keri. They split their time between Naples, Florida and Burlington, Vermont. Serving his community is one of Jeff’s passions. He has served on many committees for the Flynn Center for the Performing Arts, Mallets Bay Boat Club, and the Burlington Waterfront Board. One day, Jeff hopes to fly a floatplane to fish in Alaska.