CLIENT LOGIN
ALLEN WHITE
964
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PROFESSIONAL EXPERIENCE

Years of experience in the financial services industry
$38
Years in investment management, trust administration and lending
$38

Locally Committed:

Ephraim McDowell Health, Past Board Chair; Harrodsburg Rotary Club, Past President; Central Kentucky Wildlife Refuge, Treasurer; Harrodsburg Housing Authority, Director; Heart of Kentucky United Way, Past President; Mercer County Chamber of Commerce, Past President; Mercer County Public Library, Past President; Harrodsburg-Mercer County Industrial Development Board, Past Chair.

EDUCATION

University of Kentucky (B.S. in Agricultural Economics)
$
Graduate School of Banking of the South (Louisiana State University)
$
Graduate School of Bank Management (University of Virginia)
$
We Are WealthSouth.

ALLEN WHITE

Contact Info

Senior Vice President, Market Director
859-238-0654
allen.white@wealthsouth.com

Primary Responsibilities:

  • Provides assessment and consultation of trust clients’ assets, liabilities, cash flow, insurance coverage, tax status and financial objectives through WealthSouth’spersonalized financial and estate planning process.
  • Manages a portfolio of trust, agency, IRA & estate accounts and develops business relationships with clients.
  • Evaluates and makes distributions (mandatory & discretionary) in line with trust’s purpose and goals.
  • Collaborates frequently with WealthSouth’s Chief Investment Officer regarding investment portfolio.
  • Client liaison in working with attorneys, CPAs and other necessary parties to fulfill trust and estate plans.

 

Core Philosophy

I am a trusted advisor because I will always do what is in the best interest of the client; act with integrity; treat each client as an individual, not a number or account; and I will do what I say I will and be accountable for it.

DANVILLE TEAM

FOR CONTACT INFORMATION

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