Allen Rogers

MY PROFESSIONAL APPROACH

As a financial advisor, I firmly embrace the principle of putting my clients first and working with them in an atmosphere characterized by trust, integrity and mutual respect.

My client-first commitment to you begins by asking questions and listening to your responses about your current situation and plans for the future. Are you caring for a family? What are your income needs now and during retirement? Are you transitioning your wealth to the next generation?

As we discuss these issues, we’ll work side-by-side to evaluate your current financial picture and explore your investment time horizon and your tolerance for risk. Each of these steps will help us develop a personalized investment program that will be designed to meet your current and projected needs.

MY BACKGROUND

Drawn by their client-centered approach to financial services, I joined Benjamin F. Edwards & Co. in 2016 as a financial advisor when I helped open the Berryville office. I began my financial services career in 1991, and I’m passionate about educating clients and helping them achieve their goals through proper planning and investment strategies.

I live in Berryville and I am a lifelong resident of Carroll County. I have two children—Benjamin and Georgia-Kate. Benjamin is a student at The University of Tulsa and Georgia-Kate is a student at Fayetteville High School. I love spending time with both of them as well as watching Razorback baseball, football and basketball. In addition, I enjoy playing golf, reading, and traveling.

AREAS OF CONCENTRATION

• Asset Allocation
• Education Planning Strategies
• Financial Planning Strategies
• Investment Strategies
• Retirement Planning Strategies
• Wealth Management

EDUCATION

• College of the Ozarks, Bachelor of Arts Degree Double Major in Business Administration and Speech Communications

MY ACCOLADES

• 1999 “Outstanding Young Alumni,” College of the Ozarks
• Past President Berryville Chamber of Commerce
• Past President Berryville Rotary Club