Marshall Allen, CFP®, CTFA®, ATFA, is an insurance and wealth management professional and currently serves as the Associate Director of Trust Services for Old North State Trust company, which focuses on growing wealth and preserving legacies through the offering of Trust Services, Trust Administration, Estate Settlement, and Investment Management.
Marshall is a frequent Industry Contributor for Atticus, covering fiduciary & wealth management topics related to advanced financial planning, trust and insurance planning strategies.
