GREY LEDGE ADVISORS WEALTH MANAGEMENT
  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Rebrand
    • Blog
    • Podcast
  • Contact
  • Account Access
  • My Guil

Allen Bellantoni

Patrick Morris
Allen Bellantoni
Client Experience Administrator


203.468.7228 ext. 133 office
allen@greyledge.com


Allen joins us in the role of Client Experience Administrator (CXA). In this role, he is responsible for ensuring that our high level of client service is always met.  His responsibilities in our Retirement Services Team include the on-boarding of new plan participants during the enrollment process. His role also includes the ability to assist with the administration of our 401(k) plans such as employer & employee deferrals, money movement and address changes, along with interaction with our Recordkeeper partners.

Allen is a recent graduate of The Ohio State University and brings with him a Bachelor of Science in Business Administration specializing in Finance.

A lifetime Guilford resident, Allen joined Grey Ledge Advisors in in July 2021 after working as a Universal Banker at GSB.

Outside of work, Allen enjoys attending stand-up comedy, discovering new music, and rooting for The Ohio State Buckeyes.

Experience our Smart Simple Solutions!

Picture
Step 1: Engage a trusted partner.
Picture
Step 2: Execute a plan.
Picture
Step 3: Review results and adjust. 
Meet with an Investment Advisor
NOT A DEPOSIT | NOT FDIC INSURED | NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY | NOT GUARANTEED BY THE BANK | MAY GO DOWN IN VALUE
​The listing of any organizations should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by these entities. Industry registrations, designations, recognitions, or awards should not be construed as an endorsement or a recommendation to retain Grey Ledge Advisors by the granting entity or any regulatory authority.
Picture
Charles Schwab
Aspire InvestLink
Picture
Important Disclosure Information |  Privacy Disclosure  Form ADV | Form CRS
​©2022 Grey Ledge Advisors  All rights reserved. Contact  |  Admin
  • Home
  • Offerings
    • Asset Management
    • Executive Benefits
    • Retirement Solutions
    • Funding Solutions
  • Industries
    • Individual Investors
    • Veterinarians
    • Business Solutions
    • Credit Unions
  • About
    • Our Community Focus
    • Our People
    • Disclosures
  • News & Insights
    • Rebrand
    • Blog
    • Podcast
  • Contact
  • Account Access
  • My Guil