Allen Tate Companies is a locally owned, independent homeownership company established in 1957. The Allen Tate Family of Companies is designed to assist customers with every stage of their homeownership journey – from buying and selling, to in-house mortgage, insurance, relocation, title, and new construction services. 

Real Estate

Allen Tate Companies

Allen Tate Companies' headquarters in Charlotte, NC, United States

Pat Riley

Phyllis York Brookshire

Robin Price

Patrick Jackson

Stephanie Riley

DJ Stephan

Eric Heintschel

Lind Goodman

Phyllis Brookshire

Gary Scott

The Leadership Team at Allen Tate Companies is responsible for strategic decision-making and overseeing the overall operations of the diverse family of businesses. This team works collaboratively to integrate services across home buying, selling, financing, and related support, ensuring a seamless experience for clients at every stage of homeownership. By leveraging their collective expertise, they drive growth, foster innovation, and maintain the company's commitment to exceptional service and community involvement.

Leadership Team

The Client Services Team at Allen Tate Companies focuses on enhancing the customer experience throughout the homeownership journey. By integrating services from real estate, mortgage, insurance, and relocation, the team ensures clients receive comprehensive support and guidance tailored to their unique needs, fostering satisfaction and long-term relationships.

Client Services Team

The Real Estate Professionals team at Allen Tate Companies specializes in guiding clients through the buying and selling process, leveraging their expertise in the local market to provide valuable insights and tailored advice. They aim to make the homeownership journey seamless for customers by offering personalized service, comprehensive market analysis, and strategic negotiation skills, ensuring that each transaction aligns with the client’s goals and needs.

Real Estate Professionals

The Marketing and Communications team at Allen Tate Companies is responsible for developing and executing strategies to promote the brand and its comprehensive homeownership services. This includes managing social media presence, coordinating public relations efforts, and crafting impactful marketing campaigns to engage customers throughout their homeownership journey. The team aims to enhance brand awareness and drive customer engagement through innovative communication methods.

Marketing and Communications

The Operations Team at Allen Tate Companies oversees the integration and efficiency of all operational processes across the organization. They work to streamline workflows, enhance service delivery, and ensure that all departments collaborate effectively to provide a seamless and optimal experience for customers during their homeownership journey. This team plays a crucial role in supporting the company's broader strategic goals while maintaining high standards of service and operational excellence.

Allen Tate Companies

Org chart

Teams

Leadership Team

Client Services Team

Real Estate Professionals

Marketing and Communications

Operations Team

Offices

Allen Tate Companies

Org chart

Teams

Leadership Team

Client Services Team

Real Estate Professionals

Marketing and Communications

Operations Team

Offices

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