Allan Wiltshire
Wealth Management Advisor, former Marine, helping executives and business owners navigate complex wealth.
- Role
- Wealth Management Advisor, Assistant Vice President at Merrill Lynch
- Location
- Athens, GA, US
- LinkedIn followers
- 500 followers
About Allan Wiltshire
When I transitioned out of the Marine Corps, I faced the same uncertainty many veterans experience: a career change, a new financial landscape, and important decisions without a clear chain of command. That experience is a big part of why I do this work today. I partner with successful business leaders and their families as they navigate life\'s most important moments. My military background shaped how I think about leadership, discipline, and decision-making, and that foundation directly influences how I help clients by bringing clarity to their equity compensation, succession planning, and business transitions. Our team is based in Athens, Georgia, and we primarily serve clients throughout the Southeast, though we work with clients across the country. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.
Experience
Wealth Management Advisor, Assistant Vice President
May 2022 — Present
Education
The Citadel
Bachelor's Degree
2007 — 2011
University of Georgia
Masters of Business Administration, MBA
2020 — 2022
Skills
- Military
- Security
- Tactics
- Force Protection
- Military Operations
- Leadership
- Counterinsurgency
- National Security
- Weapons
- Command
- Security Clearance
- Organizational Leadership
- Military Training
- Military Experience
- Counterterrorism
- Combat
- Afghanistan
- Operational Planning
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