Allison Gregory Email & Phone Number
Senior Financial Advisor @ Salomon & Ludwin
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Allison Gregory Location
- Richmond, VA, US
Allison Gregory Work
- 2024 -now Senior Financial Advisor @
- 2021 -2024 Wealth Advisor, Senior Vice President @
- 2018 -2021 Wealth Advisor-Senior Vice President at Wells Fargo Private Bank @
- 2016 -2018 Senior Fiduciary Advisory Specialist- Vice President at Wells Fargo Private Bank @
- 2013 -2016 Senior Fiduciary Advisory Specialist - Vice President at Wells Fargo Private Bank @
- 2011 -2013 Wealth Relationship Manager- Vice President @
- 2006 -2011 Client Advisor- Vice President @
- 2004 -2005 Private Banker- Vice President, NMSLR# 1756784 @
- 2000 -2004 Wealth Strategist- Vice President @ Wachovia Bank
Allison Gregory Education
- Campbell University, Norman Adrian Wiggins School of Law 1996-1998
- Chicago-Kent College of Law, Illinois Institute of Technology 1995-1996
- Centre College 1991-1995
Allison Gregory Skills
- Estate Planning
- Financial Advisory
- Legacy Planning Strategies
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Investment Planning Strategies
- Portfolio Management
- Investments
- Relationship Management
- Mortgage Lending
- Trust Management
- Wealth Management Strategies
- Financial Services
- Wealth Management
- Risk Management
- Credit
- Wealth
- Multigenerational Wealth Transfer
- Strategies For Business Owners
- Private Banking
- Loans
- Trust Services
- Asset Allocation Strategies
- Hospitals
- Healthcare Management
- Teaching
- Cpr Certified
- Nursing
- Registered Nurses
- Public Health
- Public Speaking
- Clinical Research
- Healthcare Information Technology
- Program Development
- Healthcare
- Home Care
- Patient Education
- BLS
Allison Gregory Summary
- Allison Gregory, based in Richmond, VA, US, is currently a Senior Financial Advisor at Salomon & Ludwin. Allison Gregory brings experience from previous roles at Truist Wealth and Wells Fargo Private Bank. Allison Gregory holds a 1996 - 1998 Campbell University, Norman Adrian Wiggins School of Law. With a robust skill set that includes Estate Planning, Financial Advisory, Legacy Planning Strategies, Retirement Planning, Financial Planning and more. Allison Gregory has 7 emails and 12 mobile phone numbers on RocketReach.
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Top Salomon & Ludwin Employees
Allison Gregory
Senior Financial Advisor
Richmond, VA, US
Jacob Salomon
Managing Partner, CCO, Financial Advisor
Richmond, VA, US
Jack Ludwin
Junior Associate
Richmond, VA, US
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