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Allen & Company

Allen & Company

Allen & Company is a Lakeland, Florida based investment and financial advisor.

Allen & Company is a Lakeland, Florida based investment advisor, wealth management advisor and financial advisor. They offer portfolio management, retirement planning, tax planning, estate planning, education and college planning, life insurance, charitable giving and gifting, business succession planning and stock option planning services.

History

Allen & Company began in 1932 when J. Everett Allen opened his first office in downtown Lakeland. In 1963, Ralph Allen, J. Everett Allen's son, joined the firm, which had at that time four financial advisors. Since then, they expanded to Polk County in 1968 with their Winter Haven office. In 1987, they moved their flagship office in the Allen Building. And in 2012 they opened an office in Viera, Florida.

Timeline

People

Name
Role
LinkedIn

Carol Zitzelberger

Vice President, Allen & Company Chief Compliance Officer

Keith Albritton, CFP, CIMA

Vice President

Laura Hawley, CFP

Vice President

Lorin Brice

Winter Haven Branch Manager

Michael Walker

Lakeland Branch Manager, Vice President Regional Operations

Michael Wright, CFP

Vice President

Ralph Allen

Vice President

Terry Tolbert

Viera Branch Manager

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