Andrew Allen is a private wealth advisor for the Private Wealth division of Blue Trust and serves clients out of the office in Atlanta, Georgia.
As a CERTIFIED FINANCIAL PLANNER® certificant, Andrew analyzes clients’ overall financial condition and develops customized recommendations designed to help them realize their financial and life goals. He evaluates a client’s estate, insurance, tax, investment, giving, retirement, trust, and cash flow considerations and brings them together to create a comprehensive plan tailored specifically to the client’s needs.
Before joining the company, Andrew worked for two other Atlanta firms as a financial planner providing wealth management, investment counsel, and financial planning guidance to high net worth individuals. Prior to that, he worked as a project manager for a Fortune 1000 Healthcare IT company.
Andrew earned his BBA in management information systems from the University of Georgia where he graduated magna cum laude.
As an active part of the community, Andrew is a member of his local church where he has led both men’s and children’s small groups. He also volunteers with the Atlanta Mission and previously taught Financial Peace University classes.
Andrew resides with his wife, Kara, and their son in the Atlanta area and in his spare time enjoys pursuing interests such as playing and writing music, running, hiking, and photography.