Allison Youngblood
Columbus, Mississippi,United States
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Allison Youngblood is a seasoned investment professional and an Accredited Fiduciary Investment Manager® with over a decade of experience dedicated to upholding the highest standards of fiduciary care. She specializes in developing and implementing prudent investment strategies for individuals, families, and institutions, ensuring that all decisions are made in the best interest of her clients. Allison's expertise lies in comprehensive financial planning, portfolio management, risk assessment, and ensuring adherence to ethical and regulatory guidelines. She is passionate about empowering clients with the knowledge and strategies needed to achieve their long-term financial objectives and secure their financial future with confidence.
Professional Summary
Allison Youngblood's work history includes a series of influential roles in various companies. Here is a detailed list of his professional journey:
Notable Achievements
Accredited Fiduciary Investment Manager® (AFIM®) Designation
Successfully completed rigorous training and examination to earn the AFIM® designation, demonstrating a profound understanding and commitment to fiduciary duties and best practices in investment management.
Consistent Portfolio Outperformance
Consistently guided client portfolios to achieve returns exceeding industry benchmarks through diligent market analysis, strategic asset allocation, and proactive risk management, tailored to individual client needs.
Fiduciary Excellence Award Nominee
Nominated for an internal Fiduciary Excellence Award for outstanding commitment to client-first principles and ethical conduct in providing investment advice and management services.
Development of Client Education Programs
Spearheaded the creation and implementation of educational workshops and materials aimed at enhancing clients' financial literacy and understanding of investment principles and fiduciary standards.
Educational Background
Master of Business Administration - MBA, Finance, General
Louisiana State University - Year 2018
Bachelor of Science (BS), Paralegal Studies and Accounting
Mississippi University for Women - Year 1985
Mississippi State University - Year 1983
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Company Overview
Renasant BankRenasant Bank is a regional bank and financial services provider headquartered in Tupelo, Mississippi. It offers a comprehensive range of services including personal and commercial banking, wealth management, mortgage lending, and insurance. Renasant focuses on serving communities across the Southeastern United States, emphasizing customer relationships and providing modern banking solutions for individuals and businesses.
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