Dylan Allen- Edward Jones Financial Advising

Dylan Allen- Edward Jones Financial Advising I am a financial advisor with Edward Jones, focusing in retirement planning and 401k options. Why work with me? Member SIPC.

Education and Background
I was a D1 student athlete at Liberty University, playing 5 years on the baseball team while obtaining my degree. 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 while focusing on retirement preparation, transitioning, and income pl

anning. 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. 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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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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Market gains have been above average, but economic and policy uncertainty remain. You can’t control the markets, but you...
09/17/2025

Market gains have been above average, but economic and policy uncertainty remain. You can’t control the markets, but you can control the risks in your portfolio. Portfolio Strategist Tom Larm outlines some areas of potential opportunity as we head into fall.

Learn more about portfolio performance, and check out our recommendations for disciplined investors.

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to...
08/04/2025

Investing involves risk – and so does not investing. If you don’t invest, your money may not grow enough to allow you to reach your important long-term goals, such as a comfortable retirement.

See Edward Jones' tips when buying CDs.

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfoli...
04/14/2025

You can’t control market fluctuations. But you can follow time-tested investment principles – diversifying your portfolio, owning quality investments and investing for the long term.

Tips for reaching your goals

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals ...
04/11/2025

Market declines, while unpleasant, are in fact normal. Measure your performance as progress toward your long-term goals rather than in day-to-day fluctuations.

Too often, our emotions can be a barrier to our investment success. In these situations, it’s important to take a timeout and remember why you’re investing.

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk t...
04/10/2025

Building a portfolio containing an appropriate mix of stocks, bonds and other investments based on your goals and risk tolerance can help you withstand periods of market uncertainty.

When you’re retired, you may feel especially vulnerable to market volatility. But you can better cope with it by making just a few moves.

Whether retirement is down the road or just around the corner, having a solid savings strategy helps you best prepare to...
02/28/2025

Whether retirement is down the road or just around the corner, having a solid savings strategy helps you best prepare to achieve your goals.

View our exclusive videos to get some of your questions answered about investing, saving, planning and enjoying – for today and tomorrow.

Inflation during retirement may be inevitable, but you can control your response to it. Here are a few strategies that c...
02/26/2025

Inflation during retirement may be inevitable, but you can control your response to it. Here are a few strategies that can help.

Inflation during retirement may be inevitable, but you can control your response to it. These three areas can help you fight back against higher costs.www.edwardjones.com/us-en

Address

2270 Griffin Road Suite A105
Lakeland, FL
33810

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