Dylan Allen- Edward Jones Financial Advising

Dylan Allen- Edward Jones Financial Advising Education and Background
I was a D1 student athlete at Liberty University, playing 5 years on the baseball team while obtaining my degree. Why work with me?

I am a Financial Advisor with Edward Jones and a Chartered Financial Consultant (ChFC®) professional helping business owners, retirees, and pre-retirees of all ages build, maintain, and protect their wealth. I have played sports my whole life which has taught me the importance of focus, daily discipline, dealing with adversity, and giving 100% to whatever I do. I enjoy getting to know my clients w

hile focusing on retirement preparation, transitioning, and income planning. I am inspired to help my clients get to a work- optional lifestyle so they can enjoy life to the fullest. Branch Team 2270 Griffin Road, Suite A105, Lakeland, Fl
Trish Magee and Karen Holland handle administrative roles, rounding out our outstanding team. Our goal is to serve our clients to the highest standard while creating a positive atmosphere. Member SIPC. Personal
My wife Destiny and I have two children, Dawson and Delaney. We love playing sports and going on walks together. Destiny and I also enjoy going to the gym in our free time.
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When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings mor...
08/18/2026

When you consolidate your retirement accounts with my office, I can see the “big picture” of your retirement savings more clearly and help align your strategy with it.

You work hard for your income. Here are some ways to help ensure your retirement dollars are working hard for you.www.edwardjones.com/us-en

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or se...
08/17/2026

Scam artists have been known to impersonate loved ones, tricking older adults into providing financial information or sending money to an unknown account. Always ask questions that only your loved one can answer or call your family member back at a number that you know to be legitimate.

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks,...
08/15/2026

Do you know how to protect yourself from a cyberattack? To help spread awareness of these increasingly frequent attacks, I'll be posting some common types of financial scams as well as tips for how to avoid becoming a target for fraud in the coming days and weeks. Click this link to learn more: https://bit.ly/4wBeI2N

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every r...
08/15/2026

Managing wealth isn't just complex, it's deeply personal. That's why who you work with matters. At Edward Jones, every relationship starts with a personalized approach. We take the time to understand each client's unique goals, values and circumstances — delivering tailored strategies, not one-size-fits-all solutions.

I've completed the education to obtain the Chartered Financial Consultant®️ or ChFC®️ certification.Highlights include:•...
07/27/2026

I've completed the education to obtain the Chartered Financial Consultant®️ or ChFC®️ certification.

Highlights include:
• Planning for business and individual retirement needs
• Tax-sensitive investment strategies
• Risk management and insurance

The Chartered Financial Consultant®️ and ChFC®️ are the property of The American College of Financial Services, which reserves sole rights to its use, and is used by permission.

Our financial advisors hold industry-leading credentials.www.edwardjones.com/us-en

01/11/2026

I understand how overwhelming it can feel in the wake of a job loss. Review these adjustments to your financial strategy that could help. I'm also happy to discuss how you may be able to prioritize your budget as you seek your next career opportunity.

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Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But ...
01/09/2026

Maxing out your retirement accounts seems like a no-brainer. The more you save, the more you’ll have in retirement. But before you do, consider whether it aligns with your other priorities.

Pros and cons of maxing out your retirement accountswww.edwardjones.com/us-en

As a financial advisor, I’m proud to support the local businesses that keep our community thriving.With new partners lik...
11/12/2025

As a financial advisor, I’m proud to support the local businesses that keep our community thriving.

With new partners like Nationwide and Voya, and tools like Aboon and Addition Wealth, Edward Jones is making it easier for business owners to offer retirement plans and education that strengthen financial wellness.

If you're a local business owner, let’s connect. I’d love to help you build a stronger financial future for your business and your team.

World Alzheimer's Day is September 21. At Edward Jones, we care about our clients and their families — and we want you t...
09/21/2025

World Alzheimer's Day is September 21. At Edward Jones, we care about our clients and their families — and we want you to be protected and well taken care of if Alzheimer’s strikes.

Talking about Alzheimer’s can be uncomfortable, but making sure trusts, wills, powers of attorney, passing arrangements and plans for long-term care are in order today will save you a world of heartache tomorrow.

Interested in learning more? Stop by or call our branch. To learn more about your local walk: www.alz.org/edwardjones

Contributing to a cause and participating in or volunteering for a charity or charitable event is a personal decision and completely voluntary.

09/19/2025

One of the drawbacks of some types of retirement accounts is the relatively low contribution limits permitted by the IRS. However, there are tools that can help you save more for retirement while reducing your tax burden in retirement.

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Address

2270 Griffin Road Suite A105
Lakeland, FL
33810

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