49 Financial
Amber Allen, MBA, CHFC®, is an accomplished financial services professional with extensive experience in wealth management and product development. Currently serving as Senior Vice President of Product Development and Integration at 49 Financial since August 2022, Amber is responsible for overseeing the registration of licensed individuals for the sale of securities and investment advisory services. Previously, Amber held the position of Senior Vice President of Wealth Management at Zions Bancorporation from March 2016 to August 2022, where leadership skills were demonstrated in managing Service & Operations Teams and driving growth initiatives. Earlier experience as a Financial Services Associate at JPMorgan Chase & Co. from June 2008 to April 2016 laid the foundation for a successful career in financial services. Amber Allen earned a Master of Business Administration degree with a focus on Business Development & Sales Management from the University of Houston-Downtown between 2016 and 2018.
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49 Financial
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49 Financial strives to serve people by taking a holistic approach when looking at their financial situation. Whether we can add value through implementing a full financial plan or by complementing your current financial situation, our goal is to meet you where you are. 49 Wealth Management, LLC d/b/a 49 Financial, is an SEC-registered investment adviser. Registration with the SEC does not imply a certain level of skill or expertise. All investment advisory activities are performed through 49 Financial. All commissionable product sales are performed through and under the supervision of Oakwood Capital Securities (“Oakwood Capital”). 49 Financial and Oakwood Capital are not affiliated entities. Please visit https://adviserinfo.sec.gov/firm/summary/319484 For additional information regarding 49 Financials’ services, fees, conflicts of interest, and other important information. The information on this LinkedIn page is for informational purposes only and does not constitute a recommendation or offer to sell any securities or investment advisory services. All information provided here is based on sources believed to be reliable but is not guaranteed as to accuracy or completeness. Links to third-party media articles and/or websites are for general information purposes only and do not constitute an offer or solicitation of any kind. They are not intended and should not be relied upon as investment, insurance, tax, or financial advice. 49 Financial and its affiliates make no representation as to the accuracy or completeness of any statements, statistics, data, opinions, forecasts, or predictions provided in any third-party article and/or website content.