Lasting relationships. For all that matters

We make a real impact in the lives of our clients by guiding them through major life events and helping them preserve and pass on their wealth. Our customized approach focuses on thoughtful financial planning and wealth management that looks beyond your investments and encompasses all aspects of your financial life.

father son handshake

Jeffrey S. "Jeff" Allen, CFP, CTFA

Senior Vice President–Wealth Management

Jeff works closely with clients to help them live more and worry less about their finances.  He has been an advisor with UBS since 2007.  Prior to joining the firm, Jeff spent 7 years working at Bank of America US Trust where he served as a Vice President and Trust Officer. His experience advising hundreds of clients over the last 2 decades has allowed Jeff to develop a unique and specific skillset in the area of trust and estate planning strategies for high net worth and ultra high net worth individuals and families. 

Jeff graduated magna cum laude from Campbell University in 2000 with a  B.B.A. in Trust Management and a Minor in Financial Planning.  Campbell University offers the nation's only undergraduate and graduate degree programs in Trust and Wealth Management. Additionally, Jeff is a CERTIFIED FINANCIAL PLANNER TM professional (CFP®) and has been awarded the Certified Trust and Financial Advisor (CTFA) professional designation from the Institute of Certified Bankers giving his clients peace of mind that the strategies Jeff and the team use and the advice that they give help them achieve their financial goals.

Jeff resides in Greenville, SC with his wife, Emily, and two children, Isabel (12) and Jake (9). In his free time, Jeff is an avid runner and enjoys exploring the outdoors with his family in the mountains of Upstate South Carolina and Western North Carolina.  Jeff also stays busy coaching U-10 boys soccer and leading a group of 9 men through a mentoring program at NewSpring Church.  Jeff supports and volunteers for a number of local non-profit organizations including NewSpring Church, 721 Ministries, Habitat for Humanity and the United Way of Greenville County. He is also a member of The Greenville Estate Planning Council.

Personal & Community

  • Greenville, SC Estate Planning Council
  • NewSpring Church
Registered States:
  • AL
  • CA
  • CO
  • CT
  • DC
  • FL
  • GA
  • IL
  • IN
  • KY
  • LA
  • MA
  • MD
  • MI
  • MN
  • MS
  • NC
  • NJ
  • NV
  • NY
  • OH
  • OK
  • PA
  • SC
  • TN
  • TX
  • VA
  • WA

  • Forbes Best-in-State Wealth Advisors, 2022The Forbes rating is compiled by Shook Research and awarded annually in April based on information from a 12 month period ending June of the prior year.

Eligibility is based on quantitative factors and is not necessarily related to the quality of the investment advice. For more information on third party rating methodologies, please visit ubs.com/us/en/designation-disclosures

Education

  • BBA in Trust Management and Minor in Financial Planning, Campbell University

Credentials

  • CERTIFIED FINANCIAL PLANNER™
  • Certified Trust and Financial Advisor
17 West McBee Avenue
Poinsett Plaza
Greenville, SC 29601
  • (864) 241-8569

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The Year Ahead - Sustainable Investing

Retirement planning

Retirement planning

Multigenerational planning

Multigenerational planning

Legacy—Wealth for others

For needs that go beyond your own—to help you improve the lives of others

What will your legacy be?
It’s never too early to plan ahead. A Legacy strategy can help you gain more control over your financial future and what you leave behind, so you can move forward with confidence.

Learn more at ubs.com/wealthway.

Backed by the strength of UBS

A global leader in wealth management

$2.8 trillion

In invested assets globally 
As of 06/30/2022

51 countries

Our global footprint

Global leader

UBS is a world-leading wealth manager

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