John Allshouse

Wealth Management and Private Banking Leader

Role: Sr Director, Wealth Advisory Services and Private Banking at Yellow Cardinal Advisory Group
Location: Cincinnati, OH, US
LinkedIn followers: 500 followers

OtherView LinkedIn profile

Experience

Sr Director, Wealth Advisory Services and Private Banking
Yellow Cardinal Advisory Group
Aug 2018 — Present · Cincinnati, OH, US
Responsible for managing and leading the wealth advisor and private banking teams. Involved with developing and executing strategies to enhance client relationships, drive revenue growth, and ensure the delivery of high-quality financial services tailored to the needs of high-net-worth clients.

Education

The Ohio State University
Business, Finance, Real Estate
2003 — 2007

Contact information

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Work email
•••••@yellowcardinaladvisors.com
Personal email
•••••@•••••.com
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Current company

Yellow Cardinal Advisory Group

Financial Services · 47 employees · Cincinnati, Ohio, United States

Yellow Cardinal Advisory Group, a division of First Financial Bank Yellow Cardinal M&A Services, Inc. dba Yellow Cardinal Business Succession Services Yellow Cardinal Mergers & Acquisitions Services for Business Owners and Individual Personal Wealth Options We provide comprehensive wealth solutions for you, your family, and your business. If you want someone that listens and understands your situation and the complexity of different goals, we are here. Whether it’s passing along or selling the family business, creating a trust, planning for a secure retirement, or building wealth to pay for future needs, our team is equipped to serve you. With offices throughout Ohio, Kentucky, Indiana, and Illinois, our solutions include: Personal Services:¹ • Financial planning • Trust and estate • Investment management Business Services: • Mergers & acquisitions² • Business succession planning² • Retirement plan services¹ - Learn more and view important disclosures here: https://bit.ly/3AE1quU¹ Yellow Cardinal Advisory Group – Our advisors have always treated our clients as distinct individuals and will assist you in accomplishing your personal wealth goals. Our team offers support and guidance covering topics such as Financial Planning, Investment Management, and Trust and Estate Services. Our team learns about your situation and provides a personalized plan that can help you accomplish your goals. - Learn more and view important disclosures here: https://bit.ly/4dGEc5C² Yellow Cardinal M&A Services – A dedicated team who focuses solely on Mergers and Acquisitions and Business Succession Planning. Our team will advocate for you so that you can maximize the value of your business and help make sure you are able to exit your company on your terms. They’ve spent their careers honing their skills to help you figure out the best way to exit while helping you get a great value for your business.

yellowcardinaladvisors.com

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Experience

Sr Director, Wealth Advisory Services and Private Banking

Education

The Ohio State University

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