Jason C. Allen, CFP®

Vice President, Senior Wealth Relationship Manager

207-604-1125

Jason Allen is a Senior Relationship Manager based in Kennebunk, Maine. With over a decade of experience in wealth management, Jason offers deep expertise in estate planning, trustee services, tax and insurance planning, and multi-generational financial goal planning.

He began his career in finance working for Morgan Stanley. Most recently, Jason was a Relationship Manager at HM Payson, where he was instrumental in managing equity-focused investment portfolios and developing comprehensive planning strategies for high-net-worth clients.

Jason holds the CERTIFIED FINANCIAL PLANNER™ professional designation and has a Bachelor of Science degree from Rensselaer Polytechnic Institute. Outside of work, he enjoys skiing, golfing, and baking. He likes to devote most of his time to his wife and their two young daughters.