Allen R. Taylor | President in Alabama | Wealth Strategies

Allen R. Taylor | QFP, RFC, AIF®


A philanthropic leader in the Birmingham community, Allen Taylor founded Wealth Strategies, LLC in 2002. While he brings over 30 years of experience to the table with education from Birmingham-Southern College, it’s his devotion to his clients and the value of each relationship that is the catalyst to Wealth Strategies’ success. As a member of the International Association of Qualified Financial Planners (IAQFP) and a Registered Financial Consultant (RFC), his extensive knowledge in the field helps a little bit too.

When he’s not in the office, you can find him spending quality time with his wife, Donna, and their two daughters. Having a pilot’s license gives him the freedom to fly the skies at his leisure, as well as volunteer with both Angel Flight and EAA Young Eagles.

Because of his passion and commitment to his profession, Allen often shares his extensive knowledge of finance by teaching other financial professionals the ins and outs of investments and retirement planning. He also partners with Auburn University to help the next generation of young professionals through workshops, classes and guest speaking. An active member of the faith community, Allen devotes much of his time to serving on the finance committee of his church, where he plays in the orchestra and teaches Sunday school class.

An honest and empowering leader, Allen strives to ensure the success of everyone around him.