Adam Allen
Financial Advisor Greenwood, INAs a Financial Advisor, Adam helps business owners, professionals and retirees accomplish their personal financial goals through a convenient, interactive process that supports them with the resources required by their plan.
Away from the office, Adam cherishes his time with his wife and their 4 daughters. If you miss them at home together, then you’ll likely find them serving at the Community Church of Greenwood or participating in a local sporting event.
Adam feels fortunate to have the opportunity to do three things he finds fulfilling every day: coaching people, working in capital markets and celebrating the accomplishment of goals.
Adam has spent over 20 years as a financial advisor and earned a bachelor’s degree from Taylor University.
Adam is a past member and president of the Greenwood Rotary Club. In addition, he was formerly president of Central Nine Career Center board and a past board member of the Greenwood Community School Corporation and Greater Chamber of Commerce.
*The Investment Management Consultant designation is awarded to those who complete the Raymond James Institute of Investment Management Consulting program. Raymond James is not affiliated with any organization mentioned.
Raymond James is not affiliated with the above organizations and/or charitable causes.
