Maxine Allen, Manager, Transitions

Maxine joins the Advisor Relations department as the Manager, Transitions reporting to Paige. She will be responsible for all facets of transition for new advisors.

Maxine has over ten years’ experience in account management, onboarding and transition of new advisors, most recently with SunTrust Investment Services, Private Wealth Management as the Assistant Vice President, Onboarding and Transitions and with Prime Financial Services as a Securities Representative. She is a graduate of Stony Brook University, Stony Brook, NY with a Bachelor of Arts, Health Sciences and holds a Certificate of Paralegal Studies from Clayton State University. Maxine holds Series 7, 63, 65 registrations.

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Strategic Blueprint LLC

2200 Century Parkway, Suite 500

Atlanta, Ga 30345

SFA Partners is a family of companies focused exclusively on empowering independent financial advisors. SFA Partners includes The Strategic Financial Alliance (SFA), member FINRA/SIPC, a broker-dealer and investment adviser; Strategic Blueprint, a registered investment adviser; and SFA Insurance Services. Our wide breadth of services enables us to support a variety of advisor business models. Parent company, SFA Holdings, Inc. is owned by advisors, employees, and individual investors.