Richard T Allen, CLU®, ChFC®

Wealth Management Advisor


I grew up in Durham, graduated from UNC-Chapel Hill, and I've been in Charlotte since 1984. I married my wife Sophie in 1989. We have a son, Jordan, and a daughter, Sumner. Both are UNC-Chapel Hill graduates and now live and work in New York City. Sophie and I live in Cotswold.

Family photo

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