Kevin Allman Location
Marietta, GA, US
Kevin Allman Work
- 2016 - now Director of Wealth and Estate Planning @ The Mather Group, LLC
- 2014 - 2016 Trust Advisor @ SunTrust
- 2010 - 2014 Financial Advisor @ SunTrust Investment Services, Inc.
- 2008 - 2010 Financial Advisor @ Edward Jones
- 2006 - 2008 Financial Advisor @ UBS Group AG
Kevin Allman Education
- Emory University
Certified Financial Planner (Finance and Financial Management Services)
2015 - 2015 - Atlanta's John Marshall Law School
Juris Doctor (J.D.) (Law)
2009 - 2013 - Auburn University
Bachelor of Arts (B.A.) (History)
1988 - 1992
- National Institute of Certified Estate Planners
Certified Estate Planner (Estate Planning)
Kevin Allman Skills
- Retirement Planning
- Investments
- Strategic Financial Planning
- Portfolio Management
- Finance
- Financial Services
- Risk Management
- Financial Advisory
- Investment Strategies
- Management
Kevin Allman Summary
Kevin Allman, based in Marietta, GA, US, is currently a Director of Wealth and Estate Planning at The Mather Group. Kevin Allman brings experience from previous roles at SunTrust Bank, SunTrust Investment Services, Inc., Edward Jones and UBS Wealth Management. Kevin Allman holds a 2015 - 2015 Certified Financial Planner in Finance and Financial Management Services @ Emory University. With a robust skill set that includes Retirement Planning, Investments, Strategic Financial Planning, Portfolio Management, Finance and more. Kevin Allman has 2 emails and 3 mobile phone numbers on RocketReach.
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