Zachary Allen

last updated 12/20/2017

Zachary Allen

Partner at Disciplined Advisors Group

Location:
7373 N. Scottsdale Rd. Suite D-120, Scottsdale, Arizona, United States
HQ Phone:
(480) 609-3950

General Information

Experience

Relationship Manager - BMO Financial Group

Securities and Investment Advisory Services - First Financial Equity Corporation

Intern for Trading Department - Morgan Stanley & Co.

Vice President of Lending - Yelp Inc

Relationship Manager - Rabo AgriFinance LLC

Vice President of Lending - Molitor Financial Group

Private Bank Mortgage Underwriter - Chase

Vice President- Financial Advisor - JP Morgan Chase

Investment Consultant - TD AMERITRADE Inc

Education

degree - Economics , University of Texas at Austin

law degreeSturm College of Law at the University of Denver

Affiliations

Financial Advisor - Bank of America Corporation

Dallas Financial Advisor - Wiseradvisor.com

Financial Advisor - Banc of America Investments

Recent News  

Disciplined Advisors Group - Financial Planners, Investment Advisors, Portfolio Managers located in Scottsdale, AZ and Dallas, TX.

In 2010 DAG added another partner, Zach Allen, who brings to the group experience in the financial service industry plus knowledge estate planning with his law degree.
Zachary Allen Partner Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

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Disciplined Advisors Group - Financial Planners, Investment Advisors, Portfolio Managers located in Scottsdale, AZ and Dallas, TX.

In 2010 DAG added another partner, Zach Allen, who brings to the group experience in the financial service industry plus knowledge regarding estate planning with his law degree.
Zachary Allen Partner Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast. His is also a proud owner of a chocolate Labrador Retriever.

Read More
Zachary Allen | Disciplined Advisors Group

Zachary Allen
Zachary Allen Partner (214) 545-3305 (214) 545-3332 zallen@ffec.com Zach Allen is a partner of Disciplined Advisors Group (DAG). He is responsible for overseeing day to day operations, service, and cultivating relationships in the community and business arenas in the Dallas, TX branch of DAG. Zach began his career in financial services in 2000 as an intern for Morgan Stanley's trading department in New York City. After graduating from the University of Texas at Austin in 2001 with a degree in Economics, Zach earned his law degree from the Sturm College of Law at the University of Denver. While in law school Zach focused on estate planning by working for Bank of America's trust department in Dallas, TX and with the estate planning firm of Ambler and Keenan in Denver, CO. After passing the Colorado State Bar, Zach joined Banc of America Investment Services as a financial adviser in Scottsdale, AZ. In 2009, Zach decided to return to his roots in Dallas and worked for Chase Investment Services as a financial adviser before completing his long term goal of joining DAG to work with his father and Stubbs. Like his father and Stubbs, Zach is committed to the community and most notably was as a committee member for the Fiesta Bowl in Scottsdale , AZ. Zach is an avid golfer and overall sports enthusiast who is married and had his first child in early 2016.

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