Ulysses M. Allen
Officer, Wealth Planning Analyst at U.S. Bank Private Wealth Management | Treasurer, Board of Directors at 100 Black Men of Phoenix (501(c)(3))
- Role
- Officer Private Wealth Management at U.S. Bank
- Location
- Scottsdale, AZ, US
- LinkedIn followers
- 500 followers
About Ulysses M. Allen
My practice focuses on wealth planning and trust-and-estate services for high-net-worth and ultra-high-networth individuals and families. I collaborate on a team of wealth planners, asset managers, former practicing attorneys, and private bankers to provide strategic counsel across all areas of money management, with specialized expertise in business-sale advisory and pre-transaction planning.Beyond my professional work, I utilize my skills and personal experiences to contribute to my community through sound financial education. As apart of 100 Black Men of America, Inc, I serve as the Treasurer and Head of the Finance Committee for the 100 Black Men of Phoenix, Inc, where I am recognized as the youngest sitting board member.
Experience
Officer Private Wealth Management
Oct 2024 — Present
Upholding a fiduciary responsibility, I create custom wealth plans and provide financial advice to high-net-worth and ultra-high-net-worth individuals and families, helping them preserve, grow, and transfer their wealth.
Education
W. P. Carey School of Business – Arizona State University
Bachelor’s, Business Law
2019 — 2023
Northwestern University
Certificate, Financial Planning
2024 — 2026
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