Alan Harman

Alan Harman serves as Vice President – Investments at Calton & Associates, Inc. in Delray Beach, FL, where he is responsible for providing strategic investment advice and portfolio management to high-net-worth individuals and institutions. In this role, he focuses on constructing and managing diversified portfolios across equities, fixed income, and alternative investments, tailoring solutions to client objectives and risk profiles.

With more than two decades of experience, Alan's career includes notable positions as Vice President-Investment Officer and Financial Advisor at Wells Fargo Advisors and Vice President – Investments and Financial Advisor at UBS. His expertise encompasses a wide range of asset classes, with particular emphasis on equity markets, retirement planning, and wealth preservation strategies for affluent families and professionals.

Alan holds a degree from South East London College, London, England, and leverages his extensive industry knowledge to deliver client-centered financial guidance. Known for his commitment to long-term client relationships and prudent investment management, he has made significant contributions to the sector through his consistent focus on personalized and effective financial advisory services.