OLEAN - Todd R. Allen, certified financial planner, has been promoted to vice president in Morgan Stanley Smith Barney's Wealth Management office in Olean.
Allen, who has been with Morgan Stanley Smith Barney since 1995, is a native of Franklinville. He holds a bachelor's degree in Business Administration - International Business from Elmira College. In addition, Allen is a certified financial planner and has achieved the firm's Investment Management Consultant designation. He lives in Lakewood.
Morgan Stanley Smith Barney provides access to a wide range of products and services to individuals, businesses and institutions, including brokerage and investment advisory services, financial and wealth planning, credit and lending, cash management, annuities and insurance, retirement and trust services. For more information,
Todd R. Allen