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portrait of Neil A Allerton
FINANCIAL ADVISOR

Neil A Allerton

CFP®, AAMS™, CRPC™
5377 Robinhood Village Drive, Suite D-04, Winston Salem, NC 27106opens in a new window
Accepting New Clients
Serving clients with $100,000
CallSend Me a Message

About Neil

Each day, I have a unique opportunity to drastically impact the life of another human being. This is not a responsibility that I take lightly, as it drives me to be my best each and every day.

I was born and raised in Southwest Virginia, and I am a graduate of Virginia Tech with a degree in business economics and a minor in leadership and social change. While at Virginia Tech, I met my wife, Kelsey, and we moved to Winston-Salem in 2014. We live in Davie County with our two sons.

Through earning my Eagle Scout rank as a teenager, I...

Focus Areas

  • Retirement Savings Strategies
  • Entrepreneurs & Business Owners
  • Healthcare Professionals
  • Real Estate and Construction
  • Estate & Legacy Strategies
  • Charitable Giving

Work History

  • Edward JonesMarch 2017 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

  • CRPC™

    Chartered Retirement Planning Counselor™

Education

  • Virginia TechBachelor of Science

Personal Interests

  • Golfing
  • Traveling
  • Home Improvement
  • Spending Time with Family
  • Animal Rescue

Team Members

  • Scarlett Whitener
    Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:30AM - 05:00PM
Tue 08:30AM - 05:00PM
Wed 08:30AM - 05:00PM
Thu 08:30AM - 05:00PM
Fri 08:30AM - 04:00PM
Sat Closed
Sun Closed

Additional Hours

  • Evenings
  • Weekends
  • Web Conferencing

Phone

(336) 922-9101

Fax

(877) 509-4629

Office Address

5377 Robinhood Village Drive
Suite D-04
Winston Salem, NC 27106opens in a new window

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