As Communications Manager at Allen Wealth Management, Carmen works closely with clients. Since joining the firm in 2014, she has relished working for a family business that always puts the needs of its clientele above all else. Carmen graduated from Montreat-Anderson College with an Associate of Arts degree in 1985, later earning her Bachelor of Science in Business Administration from Appalachian State University in 1988.
In her free time, she enjoys good coffee, Karen Kingsbury books and traveling. Carmen is tremendously proud of her four children, including Carlee, who owns her own hair salon, Kenlee, who attended ASU and is the father of her 2 beautiful grandchildren, Bentlee, who currently lives in Florida and Her youngest son, Rylee, who is currently attending Appalachian State University.
Education & Affiliations:
Associate of Arts Degree – Montreat-Anderson College
Bachelor of Science in Business Administration – Appalachian State University
Allen Wealth Management, LLC is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Allen Wealth Management, LLC. Raymond James financial Advisers may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact our office for information and availability. Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members.