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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