Broker Check

BWA Team

Compliance approval 1-867484 (7/2/2019)

Services
Independence
Trust

                          



David Allen - CRPC, CLTC

Independent Financial Advisor, Owner & Managing Partner

781-772-2459

781-431-9777

With more than 25 years of experience, David knows what questions to ask and can uncover financial options that people aren’t aware of. It’s not about telling people what to do, but about helping them to understand what...

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Leo White joined Balance Wealth Advisors in 2003 after running a private practice in Braintree, MA for three years. He prioritizes getting to know clients and understanding their financial goals to provide them with the best guidance....

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Hunter graduated in May of 2019 from Connecticut College, where he majored in Economics and minored in Government.  Hunter is a hard worker and quite a team player.  

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Amy has over 20 years of experience in the insurance industry. She had worked with David as well as many other Advisors throughout Massachusetts since 2008 with Ameriprise. Her extensive knowledge base helps her to review and assess...

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Yvonne Franklin

Business Development Director

781-772-2465

781-431-9777

Yvonne joined our practice in 2014. She supervises administrative staff, manages team interactions and provides training, support.

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Kierin Herr

Assistant to David Allen

781-235-8844

781-431-9777

Sophomore at Providence College - deferred for 1 semester per COVID. Time to learn some stuff in the "real" world.

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Jackson is graduating from high school in the next few months where he will be graduating with High Honors. He is also a member of the National Honor Society. Jackson is highly engaged and has a great interest in the financial industry...

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L to R: Hunter (Connecticut College 2019) - Brett (Indiana University Bloomington 2021) - Max (Bryant University 2020) - Brian (Boston College 2023)