Timothy Allen is a Wealth Advisor at Charter Trust Company. He joined the firm in 2014 and is based in our New London NH office.
Founded in 1984, Charter Trust Company is a wealth management firm headquartered in Concord NH. Working confidentially with individuals, families and institutions to increase wealth through asset allocation, investment management, and charitable giving; and preserve, protect, and transfer wealth through estate planning and business succession strategies, education and philanthropy. The company manages over a billion dollars in client assets and acts as fiduciaries for clients in 43 states and 3 countries.
Mr. Allen received his Bachelor of Liberal Arts degree, majoring in Philosophy and minoring in Hospitality Management from the University of New Hampshire. He is a graduate of the American Bankers Association National Trust School and has completed Graduate Level I of the American Bankers Association Trust School. Ensuing he will be completing Graduate Level II and sitting for the CTFA.
Prior to joining Charter Trust Mr. Allen worked for a small business holding several titles, focusing largely on customer service. His experiences with accounting and financial analysis motivated Mr. Allen to transition to the personal wealth management industry.
Mr. Allen is an avid golfer, often participating in charity and fundraising events in the New England region. He also enjoys fishing, hiking, and skiing. In his spare time, he frequently seeks opportunities to volunteer in his community.