When

Friday, January 13, 2023 from 8:00 AM to 9:30 AM CST
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Where

This is an online event. 
 

 
 

Contact

Administrator: Jillian Potter 
ELITE 
 
jillian.r.potter@gmail.com 
 

January Member Meeting - VIRTUAL 

About Allen Reece: 

As a vice president and a senior wealth strategist, Allen leads the deep and dynamic discovery process to achieve a mutual understanding of your family, business (if applicable) and financial goals to determine what is truly important to you in achieving peace of mind. He works with you and your advisors to help develop a strategic financial plan which integrates your financial, estate, tax and philanthropic considerations and preferences. Allen identifies and prioritizes your objectives and together with your team develops tailored solutions to help achieve them. He has the high level of technical experience in complex estate, tax and wealth planning issues to help bring about successful outcomes as your trusted advisor.

Prior to joining PNC, Reece held positions such as Wealth Strategist at Bank of America/Merrill Lynch, as well as positions at Deutsche Bank, JP Morgan Chase, and Morgan Stanley, and as a practicing trust and estates attorney.

Allen graduated cum laude with a Juris Doctor from the University of Michigan Law School, with a Master of Science in evolutionary and adaptive systems from the University of Sussex, and cum laude with a Bachelor of Arts in philosophy from Earlham College.