A philanthropic leader in the Birmingham community, Allen Taylor founded Wealth Strategies, LLC, in 2002. While he brings over 30 years of finance experience and an education from Birmingham-Southern College to the table, it's his devotion to his clients and the value of each relationship that is the catalyst for Wealth Strategies' success. As a member of the International Association of Qualified Financial Planners (IAQFP), a Registered Financial Consultant (RFC) and an Accredited Investment Fiduciary (AIF), his extensive knowledge in the field helps a little bit too.
When he's not in the office, you can find Allen with his wife, Donna, enjoying their home on Lake Martin or spending quality family time with their two daughters and son-in-law. Having a pilot's license gives him the freedom to fly the skies at his leisure and to pursue his passion for aviation, something he shares with others through volunteering with both Angel Flight and EAA Young Eagles.
Because of his commitment to his profession, Allen generously offers his time and experience to mentor colleagues through the challenges of running a financial practice. He also partners with Auburn and Samford Universities to offer workshops and arrange speaking engagements designed to help the next generation of young professionals. An active member of the faith community, Allen also devotes time to serving on the finance committee of his church, where he also plays in the orchestra and teaches a Sunday school class.
An honest and empowering leader, Allen strives to ensure the success of everyone around him.
