Over the last two decades, Allen has served as a trusted advisor to a select group of corporate and private clients. His experience and dedication to working with this multi-dimensional client base has proven to be a great advantage during complex times, both in global financial markets and in his clients’ lives.
As a Senior Retirement Plan Consultant in UBS Retirement Plan Consulting Services Group, Allen, along with his team serve the retirement needs of a variety of non-profits, foundations, and corporations. In addition, the team specializes in providing portfolio and investment management as well as financial and estate planning services to a select group of ultra-high-net-worth and high-net-worth families and individuals.
As a result of Allen's dedication to clients and commitment to excellence, The Saunders Investment Group has been recognized as an industry leader:
- Barron’s Top 1,200 Financial Advisors: 2017, 2019
- Financial Times Top 400 Financial Advisors: 2018
- Forbes Best-In-State Wealth Advisor: 2019
- Financial Times 401 Top Retirement Plan Adviser: 2017
- REP. magazine and WealthManagement.com Top 40 Wirehouse Advisors Under 40: 2013, 2014, 2015
- OnWall Street, Top 40 Under 40: 2012, 2013, 2014, 2015
Allen currently resides in Cold Spring Harbor, NY with his wife and children. He enjoys spending time with his family and coaching his children's sports teams.
Registered States:
CA, CO, CT, DC, FL, GA, HI, ID, IL, KY, MA, MD, MI, NC, NJ, NY, OH, OR, PA, RI, SC, VA, VT, WA, WY