Richard L. Allen
Executive Vice President
The Capital Branch
As a dedicated member of Equitable Advisors my primary focus is building financial strategies for individuals and families working in the public school systems and local municipalities.
I strive to build a long-term client relationship that fulfills all aspects of my clients' financial needs, while accessing a full range of products and services to ensure a secure financial foundation. I am a proud Orlando native, Academic Scholarship Recipient and University of Florida graduate with Honors. I love spending time with my wife, Elonda, my son, Roman Carter, and visiting historical sites. Within my community, I enjoy being an active classroom volunteer and mentor in public schools. I am also a proud member of Kappa Alpha Psi, Inc.
Currently, I am responsible for recruiting top talent to join my team as a financial professional. At Equitable Advisors, we value your ambition. When you become a financial professional, you can accelerate your own success. We don't hold anyone back—in fact, we work hard to create a culture where you move forward as fast as you're capable, not as fast as you're told. Growing your income or responsibilities is based on one factor—you. And that comes with flexibility and a work-life balance most financial careers don't offer.
To learn more about this exciting opportunity please contact me at Richard.Allen@equitable.com or visit our careers page to apply today!
Equitable Advisors is an equal opportunity employer. M/F/D/V
Our services
Whether you run a business, have a family, or just need wealth management guidance for yourself, we can provide financial strategies that can adapt to your changing needs and the evolving life you live.
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We are here for you
- To understand your situation – The most important work we do is getting to know who you are.
- To respect your assets – We listen, learn, and build on your existing assets – respecting the choices you’ve already made.
We work alongside you
- To educate you on your options – When you have questions, we’ll be ready with answers and the options to help you achieve your goals and objectives.
- To provide clear recommendations and financial strategies – With insight and clarity, we guide you as you make some of your own life’s most important decisions.
We evolve with you
- To track your progress – We help you understand financial performance and, more specifically, progress toward the goals you’ve communicated to us.
- To stay in touch – With products and services designed for you at every stage of life, we help you secure your well-being, so you can live the life that’s most meaningful to you.