Raymond James / North Atlanta
T 678.259.3905 // M 404.285.1206 // F 833.671.3203
1000 Abernathy Road NE., Bldg. 400 – Suite 1425
Atlanta, GA 30328
Allan Gottlieb is a managing director at FourScore Capital Partners of Raymond James, bringing over four decades of experience in portfolio management and investment strategy. His practice centers on designing and managing individualized investment portfolios tailored to each client’s objectives, risk tolerance and long-term financial goals. Allan’s expertise spans both fixed income and equity markets, with a focus on disciplined strategy and consistent performance through varying market conditions.
A native of New York, Allan began his investment career in Atlanta with Kidder, Peabody & Co. in 1983. Over the years, he has held senior advisory roles at Paine Webber and Prudential Securities before joining Morgan Keegan in 2003, which later merged with Raymond James. His extensive experience has provided him with a deep understanding of markets and a steady, client-first approach that defines his work today.
Allan earned his Bachelor of Science degree in business from the University of South Carolina, where he was a member of Phi Beta Kappa, and went on to receive his MBA in finance and accounting from Vanderbilt University.
Deeply involved in his community, Allan has coached youth baseball and basketball for many years through the Northside Youth Organization, where he has also served as president, chairman and executive committee member. He is an active supporter of the Goshen Valley Boys Ranch, a family-based foster care model serving boys in Waleska, Georgia. Allan resides in Buckhead, Georgia, with his wife, Stacie. They are proud parents of five children and grandparents to four grandsons and three granddaughters.
The 2025 Forbes ranking of America’s Best-In-State Wealth Management Teams, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and inperson due diligence interviews, and quantitative data. This ranking is based upon the period from 3/31/2023 to 3/31/2024 and was released on 01/09/2025. Advisor teams that are considered must have one advisor with a minimum of seven years of experience, have been in existence as a team for at least one year, have at least 5 team members, and have been nominated by their firm. The algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 11,674 team nominations, 5,331 advisor teams received the award based on thresholds. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Compensation provided for using the rating. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please see https://www.forbes.com/lists/wealth-management-teams-best-in-state for more info.
