Not only are you a client, you are a valued relationship. My goal is to provide advice to you as if you were a part of my family.
With a passion for financial services at an early age, Souri capitalized on her skills and academic achievements to launch a career in the industry nearly 20 years ago.
A part of the Allen & Company team since 2000, helping investors plan for long-term success is one of the most rewarding experiences in Souri’s role. She is a Certified Wealth Strategist® and has completed the requirements to become a CERTIFIED FINANCIAL PLANNER®. She holds Series 7 and 66 licenses and Life, Health and Variable Annuities.
Souri and her husband live in Lakeland where they enjoy spending time with their families and serving their community. Souri is a member of St. Thomas Aquinas Church in Bartow, as well as the Lakeland Chamber of Commerce and the Greater Bartow Chamber of Commerce.