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.