Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Brett Allen serves as a Senior Financial Advisor with Merrill Lynch Wealth Management, where he and his team at Yanders & Associates assist clients in building, managing, and preserving their wealth. With more than nine years of industry experience, Brett specializes in delivering personalized financial planning, wealth management, and investment strategies tailored to the unique goals of individuals and businesses. His client focus includes Corporate Executive Services, Divorce Transition Planning, Portfolio Management Services, Women and Wealth, and Sports & Entertainment.
Brett holds a Bachelor's Degree from the Pennsylvania State University System and has earned several professional designations, including CERTIFIED PLAN FIDUCIARY ADVISOR (CPFA), Personal Investment Advisor (PIA), Retirement Accredited Financial Advisor (RAFA), and Sports & Entertainment Accredited Wealth Management Advisor (SE-AWMA). He participates in professional and community organizations such as 100 Black Men of Western PA, Family House, Inc., the Kappa Scholarship Endowment Fund of Western PA, and the Penn State Alumni Association. His community involvement includes volunteering with Family House, Inc. and the Greater Pittsburgh Community Food Bank.
Outside of his professional work, Brett enjoys baseball, basketball, football, golfing, music, and spending time with his family. He approaches financial advising with a philosophy centered on understanding clients’ life priorities to create personalized plans that reflect what matters most to them, beyond just market considerations.
Bank of America, N.A.
2015 - Present (11 years)
Merrill Lynch, PIERCE, FENNER & SMITH INCORPORATED
2015 - Present (11 years)
CFP®, CFA®
Pittsburgh, PA
TLG Advisors, Inc.
WELLth Financial Planning employs cutting-edge strategies to solve challenges relating to debt, budgeting, investments, education planning, retirement, and taxes while focusing on helping our clients build healthy relationships with money. Our specialty is creating early retirement plans, adhering to many principles of the "FIRE" (Financial Independence, Retire Early) philosophy. Our clients have big dreams of working on their terms and pursuing career passions as well as personal pursuits. Our evidence-based investment strategies are both proprietary and award-winning, offered in tandem with our financial planning service or alone. With powerhouse investment credentials, WELLth also has the ability to work around complex situations, such as large single stock positions or a high degree of tax sensitivity. We lean on experience gained from managing $200 million of assets at other firms as well as over a decade of formal education and training. Give us a call today and become your best financial self!
Series 63, Series 65
Wexford, PA
Edward Jones
Series 66
Pittsburgh, PA
Edward Jones
CFP®, Series 63
Pittsburgh, PA
Edward Jones
Series 63, Series 66
Bethel Park, PA
Edward Jones
Series 66
Pittsburgh, PA
Edward Jones
Are you a financial advisor? Claim this profile to add a bio, highlight your expertise, and fill out key details so prospects get a clearer picture of your practice.
