Charlotte, NC - Wealth Management

William A. Allen II – CIMA

Vice President, Financial Advisor

Mr. Allen is responsible for the implementation and management of client portfolios. He works closely with each of his clients to determine their needs, risk tolerance and asset allocation.

Experience:

  • Ancora Wealth Management LLC, Owner/Operator
  • Morgan Stanley, Financial Advisor
  • Carolinas Investment Consulting LLC, Analyst

Education/Certifications:

  • Appalachian State University, BA, English
  • Appalachian State University, MBA, Finance
  • Certified Investment Management Analyst (CIMA®)
  • Series 7, 31, 63 and 66

Contact: