CFP Certified Financial PlannerWelcome Ross Allen, Certified Financial Planner (CFP)

Plan Manager, LPL Financial

In his role as Plan Manager at LPL Financial, Ross supports Virtue Wealth Management where he assists in developing and executing comprehensive financial plans. As a member of the LPL Paraplanning Services team, Ross partners with advisors to deliver financial planning support by providing detailed data analysis and cultivating planning strategies to assist clients in reaching their financial goals. LPL’s Paraplanning Solutions group is not affiliated with Virtue Wealth Management.

Ross’ financial services career launched in 2007 where he served as a Financial Services Officer and Financial Planner prior to joining LPL Financial in 2023. Ross received his Bachelor of Science in Finance from the University of North Carolina at Wilmington and Master of Business Administration from East Carolina University, and he received his CFP® designation in 2013. He is also an Enrolled Agent (EA).

Ross and his wife live in Greenville, North Carolina where they are raising their daughter. They are actively involved in the community, are avid golfers, and love to support the ECU Pirates.

Ross Allen is employed by LPL Financial.

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