• Hometown

    Auburn, AL

  • Colleges

    Auburn University, University of Georgia

  • Certifications


  • Neighborhood


  • Office Location


John Allen, CFP®


John currently serves as an associate in the firm’s Family Office group. He offers clients more than 10 years of comprehensive wealth management experience, serving a variety of institutions, non-profit organizations, and high net worth individuals (including multi-generational family offices, C-level executives, business owners and entrepreneurs).

John started his career at GenSpring Family Offices, SunTrust’s multi-family office subsidiary which provides independent advice to ultra-high net worth families.  After serving in various roles in client service and business development at GenSpring, John was a consultant with the Business Transition Advisory Group within the Specialty Wealth Practice Groups of SunTrust Private Wealth Management. He has completed both the examination and experience requirements to become a CERTIFIED FINANCIAL PLANNER™ professional.

A native of Auburn, Alabama, John holds a bachelor’s degree in Economics from Auburn University and a master’s degree in Financial Planning from the University of Georgia. He lives with his wife, Mary Alice and his son, David in Vinings.  In his free time, John enjoys watching soccer and exploring the various parks and trails in the Metro Atlanta area with his family.