Constance Allen

Client Planning Associate, Private Client Group

Connie joined the Clearstead Private Client Group in 2022.  As a Client Planning Associate, Connie provides analytical support in all aspects of tax and financial planning services for high-net-worth clients and estates.

Prior to joining Clearstead, Connie worked in the Banking Industry for 25 years.  She has 17 years’ experience in Wealth Management, specifically Estate Settlement and Trust Administration as a Senior Trust Specialist with PNC Bank, KeyBank, and The Private Trust Company. Connie has a BS in Accounting and graduated Magna Cum Laude from Myers College.


At Clearstead, we create integrated, prudent, and custom strategies that bring clarity to you or your organization’s financial future.