Hunter Allen, CRPS®
My Mission Statement
My Story and Services
A graduate of Mississippi State University, Hunter earned a Bachelor of Science degree in Biochemistry. He entered the workforce in San Antonio Texas at the Institute of Surgical Research developing Extracorporeal Membrane Oxygenation for Army veterans suffering from burn injuries in the ICU. Prior to joining Morgan Stanley, Hunter worked at Merrill Lynch as a financial advisor rendering advise on corporate retirement plans before ultimately joining the family business partnering with Scott Allen and Eric Garbade at Morgan Stanley.
With meticulous attention to detail, Hunter builds customized wealth management plans that are carefully crafted to meet each client’s unique needs, objectives, and risk tolerance. Throughout this process, he maintains a high level of communication with clients to ensure that their financial plans stay aligned with their vision for the future.
Outside of the office, Hunter stays active playing tennis, pickleball, golf, and basketball. Hunter enjoys traveling to new countries such as Canada, Dominican Republic, Germany, Kenya, Rwanda, Peru, Spain.
Hunter has his FINRA SIE, Series 7, and 66 registrations, as well as his insurance licenses to assist with Life, Accident, and Long Term Care.
NMLS#: 2440893
With a customized, model-driven approach, we aim to design a financial plan that is truly tailored to your unique needs and aspirations. Everyone's goals are unique, and one model or product does not apply to every circumstance. That is why we offer a wide array of financial capabilities – so that you can feel secure, knowing your financial assets are properly managed.
Whether we are building your portfolio from scratch or updating an existing one, we go the extra mile to understand how your investment style can be optimized for your objectives.
We strive for honest communication and collaboration with you – by telephone, email and in person – to ensure your financial strategy stays aligned with your evolving objectives.
Our Process Starts with You
As your dedicated financial advisors, our role is to tailor a bespoke financial strategy that fits your individual needs. We ask questions about your goals, your dreams, and any financial worries you might have. It's an ongoing process through which we can understand you, your family, and your financial landscape.
Our relationship begins with learning more about you. We take the time to fully understand you and your family by evaluating financial needs and investment preferences. We consider all of your challenges, goals and aspirations when building your financial picture.
Using your life goals as our compass, we create a risk-balanced strategy which maps a clear path to achieving your success. Our strategy incorporates your investment objectives, timelines, cash requirements and risk tolerance.
We apply extensive research and analysis, and also utilize Morgan Stanley's full suite of resources to ensure swift, decisive action in all market scenarios.
Our team creates a personalized agenda for each meeting. We check in with you to deliver metrics around your portfolio, and ultimately measure trajectory towards your goals. Our ultimate mission is your success and well-being.
The Garbade | Allen Group at Morgan Stanley
The Garbade | Allen Group has over 50 years of combined investment and financial planning experience. We work with individuals, families and organizations to facilitate their wealth management planning objectives. Our primary areas of expertise include portfolio management, comprehensive financial planning, retirement planning and trust management.
Our chief role is to act as our clients' "personal CFO" by managing their assets as we would our own families', helping them to make more informed decisions as well as by formulating strategies to help grow and preserve their assets and estate. We aspire to build meaningful relationships based on a foundation of trust. Ultimately, our goal is to help our clients maintain their vision of financial success and achieve their dreams.
Location
Portfolio Insights
Retirement
- 401(k) Rollovers
- IRA Plans
- Retirement income strategies
- Retirement plan participants
- Annuities
Investing
- Asset Management
- Wealth Planning
- Traditional Investments
- Alternative Investments
- Impact Investing
Family
- Estate Planning Strategies
- 529 Plans / Education Savings Planning
- Long Term Care Insurance
- Special Needs Planning
- Trust Services
Business Planning
- Succession Planning
- Business Planning
- Qualified Retirement Plans
Philanthropy
- Endowments
- Foundations
- Donor Advised Funds
- Impact Investing
For more information, please see the Morgan Stanley Smith Barney LLC Client Relationship Summary.
2Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
3Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning and other legal matters.
4Alternative Investments are speculative and include a high degree of risk. An investor could lose all or a substantial amount of his/her investment. Alternative investments are appropriate only for qualified, long-term investors who are willing to forgo liquidity and put capital at risk for an indefinite period of time.
5Morgan Stanley’s investment advisory programs may require a minimum asset level and, depending on your specific investment objectives and financial position, may not be appropriate for you. Please see the Morgan Stanley Smith Barney LLC program disclosure brochure (the “Morgan Stanley ADV”) for more information in the investment advisory programs available. The Morgan Stanley ADV is available at www.morganstanley.com/ADV.
6Morgan Stanley offers a wide array of brokerage and advisory services to its clients, each of which may create a different type of relationship with different obligations to you. Please consult with your Financial Advisor to understand these differences or review our Understanding Your Brokerage and Investment Advisory Relationships brochure available at www.morganstanley.com/wealth-relationshipwithms/pdfs/understandingyourrelationship.pdf.
Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors and Private Wealth Advisors do not provide tax or legal advice. Clients should consult their tax advisor for matters involving taxation and tax planning and their attorney for matters involving trust and estate planning, charitable giving, philanthropic planning and other legal matters.
7Fixed Income investing entails credit risks and interest rate risks. When interest rates rise, bond prices generally fall.
8Insurance products are offered in conjunction with Morgan Stanley Smith Barney LLC’s licensed insurance agency affiliates.
Check the background of our Firm and Investment Professionals on FINRA's BrokerCheck*.
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Morgan Stanley Smith Barney LLC (“Morgan Stanley”), its affiliates and Morgan Stanley Financial Advisors or Private Wealth Advisors do not provide tax or legal advice. Individuals should consult their tax advisor for matters involving taxation and tax planning and their attorney for legal matters.
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