Ross Allen, CFP ®, EA

Ross’ financial services career launched in 2007 where he served as a Financial Services Officer and Financial Planner prior to joining LPL Financial in 2023. Ross received his Bachelor of Science in Finance from the University of North Carolina at Wilmington and Master of Business Administration from East Carolina University, and he received his CFP® designation in 2013. Ross is an LPL employee and is part of the Virtual Para-planning Solutions team, where he partners with advisors to deliver back-office planning support by providing detailed data analysis and comprehensive planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with BMC Wealth Management.