CoverProfile

Nick Allen

Financial Advisor, Smartvestor Pro and Registered Investment Advisor

Whitaker Myers Wealth Managers Ltd

United States, Ohio, Wooster

About Me

Nick Allen understands that serving clients’ financial and investment needs begins with building solid and lasting partnerships. He focuses on listening to each client because he believes everyone’s needs and financial goals for the future are unique. As a Financial Advisor for Whitaker-Myers Wealth Managers, he puts his clients, and their needs first. Nick is committed to helping you achieve your financial goals by offering a wide range of investment services and alternatives. Specializing in a planning-based approach to your money, he works with clients to design investment portfolios to meet their individual needs. Additionally, Nick is one of Dave Ramsey’s Local SmartVestor Pros becau

View more

Profile Information

Financial Advisor, Smartvestor Pro and Registered Investment Advisor

Whitaker Myers Wealth Managers Ltd

Investment Team

Investor

RIA/Wealth Manager/Asset Manager

Wooster

Ohio

United States

Jan 10, 2025

Work Experience

Whitaker-Myers Wealth Managers

Registered Investment Advisor
Jul 2022 - Present
Email: nallen@whitakerwealth.com

More profiles to browse

LC
Lindsey Curry
Chief Financial Coaching Officer
Profile Photo
Clay Reynolds
Associate Financial Advisor
LD
Logan Doup
Financial Planner and Financial Advisor, Smartvestor Pro
Profile Photo
David Gearhart
Fiduciary Associate Financial Advisor

You Might Like

RA
Richard A. Davies
Partner, COO & CCO
O‘Brien Wealth Partners LLC
NZ
Nancy Zatzman
Project Manager
Pennsylvania Capital Management
KP
Kathy Polichetti
Senior Client Service Specialist
Pennsylvania Capital Management
ML
Mary Limburg
Trader & Client Service Specialist
Pennsylvania Capital Management