Tony D. Allen, MBA, CFP®

ABOUT Tony

Tony is a private client advisor for Commerce Trust. He serves as a senior consultant and relationship manager providing clients with personalized objective advice and oversight across all of our services, including trust administration, financial advisory services, private banking, and investment management. Tony facilitates all aspects of relationship management for the client team, including administering complex trusts, maintaining client communication, and coordinating with internal and external partners to deliver a superior client experience. 

Tony brings more than 10 years of experience in the financial services industry to Commerce Trust. A veteran of the U.S. Army, Tony earned a bachelor’s degree from Illinois State University and a Master of Business Administration from the University of Illinois, specializing in business process management. He also holds a Certified Financial Planner™ certification.

Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER™ in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.