John M. Allen, Jr., CLU, ChFC

Partner & Co. Founder

Office: 770-552-1025 x15
Fax: 770-552-8705
E-mail:
 

 John M. Allen, Jr., CLU, ChFC

John is co-founder of Legacy Financial Advisors. John has earned the Chartered Financial Consultant, and Chartered Life Underwriter designations. In addition, John is an Investment Adviser Representative with Voya Financial Advisors, Inc. with 30 years experience in the Financial Services Industry. He focuses in Business Succession Planning for closely held companies, Financial Strategies and Estate Planning strategies for high net worth individuals.

Trustee for the Georgia Foundation of Independent Colleges for ten years, past Director of NYLIFE Insurance Company of Arizona which is the affiliate company that manufactures annuities and universal life insurance for New York Life Insurance, past President of the Atlanta General Agents and Managers Association, past Board Member of the National Association of Insurance and Financial Advisors, member of the Society of Financial Services Professionals.

Prior to Legacy Financial Advisors, John was Managing Partner with New York Life in California, Virginia, Michigan and Georgia. He was also Vice President in Charge of Marketing for the New York Life Insurance Annuity Department, working in New York City.

John received his BA degree from St. Ambrose University in 1970, CLU from the American College in 1978, ChFC from American College in 1984.

He is married, has three children and is a resident of Roswell. He is also a member of the Ansley-Settindown Golf Club. His wife Judi is the agent in charge of Long Term Care insurance for Legacy Financial Advisors. Judi is a member of the Roswell Women’s Club.

 

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