portrait of Allen Whitaker
FINANCIAL ADVISOR
Accepting New Clients
Serving clients with $500,000
CallSend Me a Message

About Allen

Upon the death of one of my clients in my previous career, for whom I had helped prepare an estate strategy, I attended the visitation. As I was still maybe 10 people away from speaking with the widow, she looked up and saw me. She walked past those in line in front of me and threw her arms around my neck. As she did, she whispered in my ear, "Allen, where would I be if we had not done all of that planning". People often thanked me for the work I did preparing their taxes, but no one ever hugged...

Focus Areas

  • Wealth Strategies
  • Business Retirement Plans
  • Entrepreneurs & Business Owners
  • Charitable Giving
  • Estate & Legacy Strategies
  • Retirement Savings Strategies

Work History

  • Edward JonesSeptember 2018 to Current

Education

  • Univ of Georgia-AthensBachelor of Business Admin

Personal Interests

  • Fine Dining
  • Golfing
  • History and Museums
  • Traveling
  • Wine Collecting/Enthusiast

Team Members

  • Madhu Taurani
    Branch Office Administrator

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri 08:00AM - 04:30PM
Sat Closed
Sun Closed

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