Alan is a graduate of Villanova University with a Bachelors degree in Accounting. He has a CPA background in auditing and corporate finance.
He began his investment career by joining Merrill Lynch’s Private Client Group in 1999 where he progressed to Senior Financial Consultant. In 2004 he joined PNC Investments, where he earned the designation of Chartered Wealth Advisor® from the Estate and Wealth Strategies Institute at Michigan State University.
Allan uses his cumulative years of finance and investment experience to assist clients in examining their tolerance for risk, investment objectives, income needs, insurance need, tax situation and net worth. Building lifelong relationships allows him to focus on caring personal service and making a meaningful improvement in his client’s quality of life.
Allan joined Heritage Investment Partners in December 2012.