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Theresa Allen

Wealth Manager, First Republic Investment Management
Southern California
Theresa Allen is a Managing Director and Wealth Manager at First Republic Investment Management.

Ms. Allen has nearly 20 years of experience providing customized wealth management solutions to high net worth individuals and families, foundations, endowments, and nonprofits. Prior to joining First Republic, she worked for UnionBanc Investment Services for 10 years, most recently as Vice President and Senior Financial Advisor.

Ms. Allen is a Graduate Estate Planning Consultant. She is located in the Newport Beach Private Bank office.

Wealth Management Experience: 19 Years

Check the background of this investment professional on FINRA's BrokerCheck.