Prior to joining Allen Wealth Management in 2014, Eric spent nearly two decades in the financial services industry, working as a Licensed Personal and Private Banker at Banc One and Wells Fargo. As the corporate financial industry has gradually become more transaction-oriented, Eric recognized Allen Wealth Management’s unique approach to client relationships. He has cherished the firm’s mission to truly understand the needs of its clients and build custom solutions that fulfill them.
A graduate of Lees-McRae College, Eric holds his Bachelor of Science in Business Administration, along with his Series 7, 63 & 66 licenses. An avid supporter of the community, Eric has served on several local boards, including the United Way and Boone Chamber of Commerce.
Outside of the office, Eric enjoys spending time with family, landscaping, golfing in the High Country and playing fantasy football. He resides in Boone with his wife, Dorinda, and their daughter, Haley.
Education & Affiliations:
Series: 7, 63 & 66 Licenses
Bachelor of Science in Business Administration – Lees-McRae College
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.