My name is Greg W. Allen and I am a financial advisor with Edward Jones, located in Bloomington, IN.
I was born, raised and still live in Greenwood, IN. I went to Center Grove high school and attended Indiana University. For the first ten years of my career, I worked for a family owned business in the commercial real estate development industry. I made the transition into personal finance in 2013 and have loved every minute of it. I worked for Morgan Stanley for five years and made the move to Edward Jones in April of 2019 based on the recommendation from a friend on the recruitment team here.
My goal is to add value, period. We do this through our personalized approach to managing wealth. Not all financial decisions are binary, with only correct or incorrect options. There is a great amount of preference that we take into account with every client relationship. We can help you understand what your options are, where the risks lie and assist you in making the best decisions for you. Each client we work with goes through the same process of discovery, financial strategies, investment and risk management and maintenance through regular reviews. We value every relationship equally and will make you feel at home in our office.
I am a very lucky man to have a wonderful company to work for that cares about its employees, and a wonderful family to go home to at night! My wife, Sarah, and I got married in New York City in the fall of 2014. We've been blessed with three great kids; Ava – 14, Greggy – 5 and Audrey – 2. We are also expecting one more boy in January of 2021 aka the COVID baby!
Please call Stacie in our office to set a time to talk! 812-333-4997. We are here to help!
Phone NumberGregory W Allen at (812) 333-4997
|Mon||08:00AM - 04:30PM|
|Tue||08:00AM - 04:30PM|
|Wed||08:00AM - 04:30PM|
|Thu||08:00AM - 04:30PM|
|Fri||08:00AM - 04:30PM|
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