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WealthStack
May 31 (Pre-Conference Day) - June 3
The Diplomat Beach ResortHollywood, Florida

Allen Darby
CEO at Alaris Acquisitions, LLC

Profile

Allen has been in the wealth management industry for 3 decades. He founded a highly successful firm that was one of the pioneers in assisting accounting firms to get into the wealth management business. In 1999, he sold that enterprise to First Global, Inc. of Dallas TX, and subsequently founded a successful RIA in Charlotte, NC. With his own RIA he conducted 9 acquisitions and eventually sold his practice in 2009 in order to focus his expertise in the M&A arena.

In 2012, Allen took a role with United Capital leading their outbound partnership efforts. As a buyer advisor for United, his team sourced acquisition candidates for the firm. During his tenure with United, he sourced and closed 32 acquisitions. He now leads the Alaris Acquisition team representing 20+ of the top wealth management firms in the country source, negotiate and close partnerships (acquisitions) as a buyer advisor. He has a wife, Jo Ann, of 29 years and two children, Trevor and Alana. Allen lives in Cornelius, NC.


Agenda Sessions

  • Valuation & M&A Workshop

    1:15pm