Allison Gregory Email & Phone Number
Senior Financial Advisor @ Salomon & Ludwin
5 free lookup(s). No credit card required.
If you need more lookups,
subscriptions start at $34 USD/month.
Allison Gregory Location
- Richmond, VA, US
Allison Gregory Work
- Senior Financial Advisor @ (December 2024 - Present)
- Wealth Advisor, Senior Vice President @ (April 2021 - November 2024)
- Wealth Advisor-Senior Vice President at Wells Fargo Private Bank @ (May 2018 - April 2021)
- Senior Fiduciary Advisory Specialist- Vice President at Wells Fargo Private Bank @ (June 2016 - May 2018)
- Senior Fiduciary Advisory Specialist - Vice President at Wells Fargo Private Bank @ (May 2013 - June 2016)
- Wealth Relationship Manager- Vice President @ (July 2011 - May 2013)
- Client Advisor- Vice President @ (January 2006 - April 2011)
- Private Banker- Vice President, NMSLR# 1756784 @ (November 2004 - December 2005)
- Wealth Strategist- Vice President @ Wachovia Bank (November 2000 - November 2004)
Allison Gregory Education
- Campbell University, Norman Adrian Wiggins School of Law
Juris Doctor
1996-1998 - Chicago-Kent College of Law, Illinois Institute of Technology
Juris Doctor (J.D.)
1995-1996 - Centre College
Bachelor of Arts (B.A.) (International Relations and Affairs)
1991-1995
Allison Gregory Skills
- Asset Allocation Strategies
- Business Analysis
- Financial Services
- Investment Planning Strategies
- Legacy Planning Strategies
- Multigenerational Wealth Transfer
- Relationship Management
- Risk Management
- Strategies for Business Owners
- Wealth Management Services
- Wealth Management Strategies
- Estate Planning
- Financial Advisory
- Retirement Planning
- Financial Planning
- Portfolio Management
- Investments
- Mortgage Lending
- Trust Management
- Wealth Management
- Credit
- Wealth
- Private Banking
- Loans
- Trust Services
- 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 Juris Doctor @ Campbell University, Norman Adrian Wiggins School of Law. With a robust skill set that includes Asset Allocation Strategies, Business Analysis, Financial Services, Investment Planning Strategies, Legacy Planning Strategies and more. Allison Gregory has 6 emails and 12 mobile phone numbers on RocketReach.
Looking for a different Allison Gregory?
Find contact details for 700 million professionals.
G2 Crowd Trusted
300K+ Plugin Users
© 2026 RocketReach.co