Allison Gregory

Allison H. Gregory
Wealth Advisor Truist Bank

919 E Main St

Richmond, VA 23219-0005

About me

Background

Allison Gregory is a Wealth Advisor at Truist Bank, helping clients effectively manage their wealth by identifying their unique goals and then engaging her team of specialists to help ensure those objectives are met. She has extensive experience working with entrepreneurs, from start-up founders to multigenerational family business stakeholders, as well as retirees, corporate executives, real estate developers, and family offices. 

Registered Representative, Truist Investment Services, Inc. Investment Adviser Representative, Truist Advisory Services, Inc.

Check the background of this investment professional on FINRA's BrokerCheck

Education

Bachelor of Arts in International Relations
Centre College 1991 1995
Chicago-Kent School of Law
Illinois Institute of Technology 1995 1996
Juris Doctor Campbell University JD
Norman Adrian Wiggins School of Law 1996 1998

Personal Interests

When not at work, she enjoys spending time with friends and family, horseback riding, and volunteering for philanthropies with a focus on animal welfare, land conservation, and education causes. 
 

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, executive compensation, retirement distributions

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, luxury and estate lending, and more

  • Innovative, customized risk management strategies and solutions in partnership with McGriff and Truist Life Insurance Services, designed to protect every facet of your assets and income.

  • Wills; trust, estate, gift, wealth transfer, and generation-skipping tax planning; estate administration and settlement; and more

  • Philanthropic strategies, charitable structure evaluation, private foundations and grant management, donor advised funds

  • Trust formation and planning strategies, corporate trustee and executor services, trust administration and management, successor and irrevocable life insurance trustee, Delaware and dynasty trusts

  • Exclusive educational events, whitepapers, articles, podcasts, legacy planning, next-generation education

  • Top-notch service delivery and support for the private banking and/or wealth needs of business owners.

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