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R. Allan Palma, Jr.

R. Allan Palma, Jr.

Registered Representative and Investment Adviser Representative

Allan Palma went into finance as a result of doing a stock market portfolio challenge in High School. After that, he knew he would end up working in finance. Allan chose financial planning because he loves designing custom solutions for people in all different periods of their lives. He worked at Merrill Lynch for 3 years prior to M3 Investment Services, and managed stock and option portfolios for high net worth clients. Allan has worked at M3 since 2016 and was drawn to working with educators on their retirement plans because his wife Kaitlyn is a teacher in the Troy School District.

Mr.Palma received his Bachelor of Arts in Finance from the Eli Broad College of Business at Michigan State University in 2010, after which he worked as a High School Director for Kensington Community Church and in their finance department. Allan holds Series 7, 66, Health, Life and Variable Annuity licenses.

Allan was born and raised in Rochester Hills, MI, but now resides in Royal Oak with his high school sweetheart and wife of 6 years, Kaitlyn. Outside of work, he enjoys bowling, golfing and traveling with his wife and friends.