Jonathon Allen, Wealth Advisor, developed his passion for the industry in high school when he recognized his interest in finance and investment. Combined with a passion for helping people uncovered during community service hours and his time as an Eagle Scout, Jonathon married the two and now works to help others improve their lives. Working with Parks Wealth Management, Jonathon is able to welcome and serve his clients as he would family, going beyond the constraints of many financial service providers.
Working side by side with clients and in his role as Associate Wealth Advisor, Jonathon gets to know his clients, their current interests and passions, goals and hopes for the future, so that he can best guide them in pursuing their goals. Whether it is short or long-term vacations, dreams about assisting family, or future retirement, it all starts with a plan. Then, Jonathon and the team go above and beyond to execute that plan, along the way ensuring all of the clients’ interactions and expectations are exceeded.
Jonathon graduated with a Business Administration degree with a concentration in Finance and a minor in history from Bryant University. He is a Registered Securities Agent and Investment Advisor with LPL, who holds his Series 7 and Series 66 registration with LPL Financial.
When he is away from the office, Jonathon coaches 7th and 8th grade youth lacrosse in his hometown and embraces his love of activity and of the outdoors, golfing, biking and skiing.