• Celeste H. Allen

    Client Relationship Manager

As Client Relationship Manager, Celeste is the first point of contact for clients and the go-to for any administrative and operational issues or requests. She works closely with financial advisors and various interoffice professionals to ensure a seamless service experience for clients.

Celeste completed her undergraduate education at the University of North Carolina at Greensboro and returned to earn her MBA in 2009. Prior to joining 1808 Capital Partners in 2017, Celeste spent ten years at Merrill Lynch working as a Client Associate with David, George, and Trey.

Originally from Rhode Island, Celeste resides in Greensboro with her two daughters, two cats, and a bunny. In her spare time, she enjoys exercising, yoga, reading, and traveling.