Let's move forward. Together.

Allen began his career in 1990 with a major financial services firm.  Over the past 30 years, Allen has helped individuals manage their wealth through good times and bad.  He joined UBS in 2004 after a long search for a firm and platform that would provide the best resources for himself and his clients.

He and his team members take their clients through an overall financial planning process that strives to provide the best solutions for what is most important to them. Allen focuses on portfolio review and assists his clients with retirement, estate, and insurance planning strategies.

In 2018, he earned the UBS Institutional Consultant designation.  This has given him the opportunity to begin helping small non-profit organizations by providing a high level of Institution Consulting previously only available to very large organizations. Most recently, Allen obtained his CEPA® designation specializing in business transitions.  

He and his wife, Michele, are lifelong members of the Pittsburgh community and currently live in the south hills area.  In addition to his career, he is actively involved in the American Cancer Society, Animal Friends and the Western PA Humane Society.  Most of his free time is spent training and competing in triathlons.  He and his wife enjoy traveling and spending time with their dogs.

Professional Experience

• UBS Financial Services, Senior Vice President Wealth Advisor: October 2004 - Present
• Morgan Stanley Smith Barney, Financial Consultant: June 1990 - October 2004
  
  

Guiding Clients Toward Financial Confidence

With over six years of experience with The Belice Wealth Management Team, Kaitlyn assists clients in identifying and working toward their financial objectives. She works with clients to understand individual priorities, review cash flow and assets, and develop long-term tailored financial plans.

As a Financial Advisor, Kaitlyn’s approach is rooted in goal-based planning. She provides guidance on financial planning, investment management, wealth transfer, and asset preservation for individuals, families, and business owners as well as their employees. Kaitlyn is especially passionate about empowering clients to manage life’s competing priorities while safeguarding their most valuable resource: time. In addition to her financial advisor responsibilities, Kaitlyn offers assistance and education to 401(k) plan sponsors and participants, and coordinates team event planning and marketing.

Kaitlyn’s credentials include her Series 7 and 66 licenses, health and life insurance licenses, CERTIFIED FINANCIAL PLANNER® certification, and CEPA® certification, with experience in business transition planning. She graduated from Penn State's Smeal College of Business with a degree in finance. Growing up in the North Hills, she is a Pittsburgh native. Kaitlyn is involved with Brave Women Project, a local non-profit supporting professional women to thrive through unwavering encouragement. Outside of the office, her interests include outdoor activities, travel, and spending time with family and friends.