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Trust Officer & Relationship Manager, Jon Allee.

Columbia Office Information

720 E. Broadway
Columbia, MO 65201

Phone: (573) 874-8490

Hours: 8:00 a.m. to 5:00 p.m.

Jon Allee

Trust Officer & Relationship Manager

Direct Phone

573-817-8647

Email Address

jon.allee@centraltrust.net

Jon joined Central Trust Company in 2024 with over a decade of experience in estate planning, probate, and trust administration. Throughout his career, Jon has worked in various capacities as a paralegal, gaining valuable insight and expertise in the legal field. His primary role at Central Trust Company is to provide comprehensive wealth advisory and fiduciary services to clients.

Education & Certifications

  • Bachelor of Arts in English Studies, University of Phoenix
  • Associates of Applied Sciences in Paralegal Studies, Kansas City Kansas Community College

Interests & Activities

Jon is actively involved in his community, contributing his time and expertise to CASA of Johnson & Wyandotte Counties. He is also a valued member of Acacia Twilight Lodge #114 in Columbia, Missouri. Additionally, Jon was elected as a Board Member of the Medical Missions Foundation in 2024, reflecting his commitment to making a positive impact beyond his professional responsibilities. When not volunteering his time and talents, Jon enjoys spending time with his wife, Dani, and their three children.

Our Columbia Team

Amber-Myers

Amber Myers, CTFA, CISP

Vice President & Relationship Manager
Art-Blackman

Arthur Blackman, MBA

Vice President & Portfolio Manager
Bryan Alee

Bryan Allee, J.D.

Executive Vice President & Chief Fiduciary Officer
Assistant Vice President & Wealth Management Advisor, Chris Harris.

Chris Harris, J.D., CPA, CFP®

Assistant Vice President & Wealth Management Advisor
Chris-Watkins

Chris Watkins, J.D., CTFA

Vice President & Relationship Manager
Denny-Lachcik

Denny Lachcik, MBA

Vice President & Portfolio Manager
Beth-Naylor

Beth Naylor, CTFA

Relationship Manager & Fiduciary Services
Vice President & Portfolio Manager, Gary Dyer.

Gary Dyer, CFA

Vice President & Portfolio Manager
Greg-Berg

Greg Berg, CFA, CAIA, MBA

Senior Vice President & Senior Portfolio Manager
John-Bailey

John Bailey, CFP®

Executive Vice President & Chief Revenue Officer
John Stringer

John Stringer, CFP®, CTFA

Vice President & Columbia Market Executive
Trust Officer & Relationship Manager, Jon Allee.

Jon Allee

Trust Officer & Relationship Manager
Kim Schwend

Kim Schwend, CISP

Vice President & Relationship Manager

Megan Crocker

Assistant Vice President & Wealth Management Advisor

Nathan Dick, CFP®

Relationship Manager & Wealth Management Advisor
Teresa Douglass

Teresa Douglass, J.D., LLM, CPA

Senior Vice President & Senior Fiduciary Officer