Aaron Allen

Client Services Representative

Aaron Allen is a client services representative at Avantax Wealth Management, where he serves as a first point of contact to assist financial advisors, assistants and clients with various issues regarding their accounts and day-to-day operations. He began his career at Avantax in 2011 and strives to see each task through to its conclusion to benefit those he serves on a daily basis.

Aaron received his Bachelor of Science degree in management and human resources from Central Michigan University and was drawn to the financial services industry because he saw the opportunity to help others realize their financial goals and dreams. Prior to Avantax, he gained integral industry experience as a personal banker at Chase and as a financial advisor at One America and at AXA. He appreciates that his current role allows him to be available to support affiliated advisors so that they can then meet the needs of their clients. He has passed his FINRA Series 7 and 63 exams as well as the Texas Life and Health Insurance exam.