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David B. Allen, CLU®, ChFC®

David B. Allen, CLU®, ChFC®

Advanced Sales Director

David Allen serves as the Advanced Sales Director for Ashford Advisors, working with clients and advisors in the advanced life insurance and estate planning markets.  He has a passion for helping people achieve their biggest personal and professional goals and actively mentors and trains advisors at all stages of their careers.  David’s many years of leadership and experience continue to shape the lives of his clients and the advisors who work with him.

He entered the financial services industry in 1971 and later established Allen Associates in 1978, which grew into Allen Financial Group.  Under his leadership, the Jackson agency was recognized by GAMA International receiving the International Management Award multiple times.  Allen Financial Group (AFG) merged with Ashford Advisors in 2017 in a strategic partnership of Guardian agencies.  AFG’s legacy continues with Ashford Advisors and David holds the title General Agent Emeritus of Guardian Life Insurance Company.

David’s industry involvement includes organizations at the local, state, and national levels.  He has previously served on Guardian’s Field Advisory Board. David has been a sponsor of the NAIFA-Mississippi State Convention, Young Advisor Team Events, and NAIFA-Jackson luncheons. He is a Silver Knight level contributor to the Million Dollar Round Table, of which he is a Life Member. At the American College, David is a Golden Key Level contributor as well as Sponsor of the Henry Deppe Endowment Fund. David has also been a Platinum Level Sponsor of the Mississippi Chapter of the Financial Planning Association.

David went to Mississippi State University, receiving a bachelor’s degree in Finance and Economics, and was a member of the Pi Kappa Alpha Fraternity, as well as the Air National Guard.  At Mississippi State University, he is a Patron of Excellence and a member of the Bulldog Club.

With a passion for adventure, David’s many interests include flying, boating and travel. He earned his private pilot license and flew for many years. His favorite view is the one from the deck at his lake house in McCarley, Mississippi where he likes to spend time with his family. David and his wife, Cheryl, married in 1981 and Cheryl joined Allen Financial Group in 1990.  David and Cheryl are active members of Northminster Baptist Church, where he is a Deacon and a past Chairman of the Board.


 Education, Training, Memberships

  • Guardian’s Field Advisory Board
  • FINSECA Ambassador
  • National Association of Insurance and Financial Advisors (NAIFA), Jackson Chapter
  • American College Golden Key Level contributor
  • American College Henry Deppe Endowment Fund sponsor
  • Million Dollar Round Table Life Member and Silver Knight Level contributor
  • Mississippi State University, Bachelor of Economics, 1971
  • Financial Planning Association, Mississippi Chapter President and Board Member General Agents and Managers Association, 1998

 Recognition

  • NAIFA-Jackson Hall of Fame Recipient, 2014
  • Guardian Leaders Club Qualifier
  • GAMA International Management Award
  • Court of the Table Level of the Million Dollar Round Table

 Community Involvement

  • Deacon of Northminster Baptist Church, and past Chairman of the Board
  • Mississippi State University Patrons of Excellence, and Bulldog Club member
  • GAMA Foundation, Gold Level Donor
  • Rotary Club of Jackson, Paul Harris Fellow
  • Mississippi Economic Council
  • Country Club of Jackson
  • Northminster Baptist Church Wider Net Project
  • Habitat for Humanity
  • Century Club Charities host organization of Mississippi's PGA Tour Event

 

David Allen, Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through Park Avenue Securities LLC (PAS), member FINRA, SIPC. Ashford Mississippi, LLC is an affiliate of Ashford Advisors an agency of The Guardian Life Insurance Company of America® (Guardian). Financial Representative of The Guardian Life Insurance Company of America® (Guardian), New York, NY. Park Avenue Securities is a wholly owned subsidiary of Guardian. Ashford Advisors and Ashford Mississippi LLC are not affiliates or subsidiaries of PAS or Guardian.  AR Insurance License #558213.´╗┐