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.
Check the background of this investment professional on FINRA BrokerCheck