Allan Samilow
College for Financial Planning
Tell me more about Allan Samilow?
Allan Samilow is a highly skilled father-daughter team at The Samilow Group, a leading financial services company. With over 26 years of experience, Allan offers personalized wealth management strategies and expertise to individuals, families, and those in retirement. He holds a degree from Rider University and is an adjunct professor at Rider. Allan is committed to delivering outstanding service to every client he works with. He holds certifications in CERTIFIED FINANCIAL PLANNER (CFP) and CERTIFIED FINANCIAL PLANNERTM and CFP.
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About
The Samilow Group is a highly skilled father-daughter team of professionals offering the personal touch of a smaller firm combined with Merrill's ideas and research, and the global resources of one of the world's largest banks. We help higher-net-worth individuals, families, and those concerned with retirement by providing customized strategies to their wealth management goals and concerns. We are committed to delivering outstanding service to every client we work with.Allan holds a degree from Rider University, is an adjunct professor at Rider, a Portfolio Manager at Merrill, and has been in the financial services industry since 1985. He earned the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification through the Certified Financial Planner Board of Standards, Inc., and a Master's Degree in Personal Financial Planning through the College For Financial Planning.Alyssa was also a graduate of Rider University and joined her father's team in 2013.Certified Financial Planner Board of Standards, Inc. owns the certification marks CERTIFIED FINANCIAL PLANNERTM and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
...See MoreWork Experience
Senior Financial Advisor
Senior Financial Advisor | First Vice President
Senior Financial Advisor | First Vice President-Waith Management
Financial Services
Allan Samilow's Professional Milestones
- Senior Financial Advisor | First Vice President-Waith Management (1997-09-01~): Creating strategic financial plans that propel client growth and achieve sustainable business growth.
- Senior Financial Advisor | First Vice President (1997-09-01~): Driving strategic financial initiatives to optimize clients' profitability and enhance financial stability.
Education
Certification
Colleagues
John "Jack" C. Davis
Owner
Alok Tandon
Product Owner | Technical Business Analyst | Technical Project Manager | Certified Safe5 | Product Manager
Nick DiGiaimo
Owner
Patrick Jarin
Business Owner | Financial Advisor
Kirk Fleming Jr
Content Administrator | Certified Product Owner
Other Named Allan Samilow
Frequently asked questions
We found 2 Allan Samilow's email addresses
We found 3 Allan Samilow's phone numbers
Allan Samilow works for Merrill Lynch
Allan Samilow's role in Merrill Lynch is Senior Financial Advisor
Allan Samilow works in the industry of Financial Services
Allan Samilow's colleagues are John "Jack" C. Davis,Alok Tandon,Nick DiGiaimo
Allan Samilow's latest job experience is Senior Financial Advisor at Merrill Lynch
Allan Samilow's latest education in College for Financial Planning