portrait of Brian T Allman
FINANCIAL ADVISOR
Client by Referral
Serving clients with $1,000,000
CallSend Me a Message

About Brian

I joined the Edward Jones family in 2009 as a client wanting to rollover my 401(k). Now, more than 10 years later, I am humbled by the opportunity to partner together with my clients to build their personalized strategies.

As a family man, business owner and Reno native, I focus every strategy I offer and every solution I recommend based on what's most important to you. My ideal clients are those that want to carefully and thoughtfully work towards long-term goals that range from preparing for or living in retirement, to insurance to outlining estate considerations.

Questions we can help you answer:
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Focus Areas

  • Portfolio Reviews
  • Estate & Legacy Strategies
  • Charitable Giving
  • Retirement Income Strategies
  • Insurance & Annuities
  • Entrepreneurs & Business Owners

Work History

  • Edward JonesJuly 2013 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™
  • CFA®

    Chartered Financial Analyst®

Education

  • Univ of Nevada,RenoMBA (Masters of Bus Admin)
  • Univ of Nevada,RenoBachelor of Science

Personal Interests

  • Spending Time with Family
  • Camping
  • Farming
  • Basketball
  • Scuba Diving

Team Members

  • Prudence Dowling
    Associate Financial Advisor
  • Nicholas Barden
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 04:30PM
Tue 08:30AM - 04:30PM
Wed 08:30AM - 04:30PM
Thu 08:30AM - 04:30PM
Fri 08:30AM - 01:00PM
Sat Closed
Sun Closed

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