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Allan Middleton helps individual plan participants understand their portfolio and how to align it with their vision for retirement.

Allan Middleton, Retirement Plan Consultant and Financial Advisor

Allan Middleton works primarily with individual participants within employer-sponsored retirement plans and as a financial advisor. Allan helps participants understand their current portfolio and potential opportunities to align their vision for retirement with their financial position.

Prior to joining Cannon in 2008, Allan worked as marketing director for Intellum from 2001 to 2004, and owned his own business from 2004 through 2008. He earned a Bachelor of Arts degree in Psychology from the University of Georgia. Allan is a member of the First Presbyterian Church.

Areas of Expertise

Participant Education & Advice
Retirement Planning
Asset Management