Tony D. Allen, MBA, CFP®, CTFA
Vice President, Wealth Advisor, Team Leader
Bio
Tony D. Allen, Vice President, Wealth Advisor and Peoria Region Wealth Management Team Leader has over a decade of experience in the financial services industry having held positions at both investment firms and banks. Tony works with clients and families to provide comprehensive wealth management strategies across multiple generations. In addition, he works with charitable organizations to provide investment management solutions in support of their missions.
Tony earned his Master of Business Administration degree from the University of Illinois at Springfield, with a certification in Business Process Management. He also holds a Bachelor of Science degree from Illinois State University. Tony has obtained his CERTIFIED FINANCIAL PLANNER™ and Certified Trust and Fiduciary Advisor certifications.
In the community, Tony is a board member of the Bradley Braves Club – benefiting all athletic programs at Bradley University. He is also a board member for the Tazewell County St. Jude Golf Outing – benefiting all St. Jude patients. Tony is a Veteran of the U. S. Army and a Lifetime member of the Veterans of Foreign Wars (VFW). Tony enjoys traveling with his wife and two children. They have visited over 15 countries across four continents.
*This e-mail link is for general inquiries only. It is not secure e-mail. For your protection, please do not include confidential or sensitive information such as social security numbers, account numbers, etc. when using this e-mail link.