Troy Garcia

Financial Advisor

As an intern with Allen & Company, I learned the business, but most importantly I learned about excellence in customer service.

A sports enthusiast who played high school and collegiate baseball, Troy’s extensive baseball career provided him with a “team player” attitude that enables him to help clients achieve their financial goals.

Troy lends his time and talents to local organizations including Good Shepherd Hospice, the Bethany Center for Grieving Teens and Youth, Camp Brave Heart, the United Way of Central Florida and the Kathleen High School Mentor Program. Troy also serves on the Polk State College Financial Advisory Board and is a graduate of Leadership Lakeland. A Polk County native, he received a B.S. in Financial Management from Florida Southern College. Troy and his family live in Lakeland where they are members of St. Joseph’s Catholic Church.

He joined the Allen & Company team of Financial Advisors in 2007 after serving as a college intern. A Certified Wealth Strategist®, Troy is currently a candidate to become a CERTIFIED FINANCIAL PLANNER®. He holds Series 7 and 66 Licenses, as well as Life, Health and Variable Annuities.