Allen & Company’s excellent reputation, community involvement, family history and our commitment of putting our client’s needs first are what set us apart.
Diane brought more than a decade of financial services experience to Allen & Company when she joined the team in 1985.
A former sales assistant, she serves as a Financial Advisor and has earned the Certified Wealth Strategist® designation. Diane is passionate about using portfolio asset allocation to help clients find their “blueprint” for their investing strategies. She holds Series 7, 65 and 66 licenses, as well as Life, Health and Variable Annuities.
Diane enjoys lending her time and talents to her community. She has been a Rotarian for more than 20 years and was named Rotarian of the year in 2009. In addition, Diane is a member of the Winter Haven Chamber of Commerce and has served multiple board positions for the Females Advancing Business Association. She is also a graduate of the Winter Haven Leadership program and a member of the Leadership Alumni.
Check the background of this investment professional on FINRA BrokerCheck