Allison Gregory

Allison H. Gregory
Wealth Advisor Truist Bank

310 4th St NE

Suite 100,

Charlottesville, VA 22902-5299

Allison.Gregory@Truist.com

Phone 804-782-7598

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About me

Background

With more than 20 years of experience in Wealth Management, Allison helps clients identify and refine their unique financial goals. Along with her team, she guides clients as they navigate complex estate and trust planning decisions, consider potential credit with their specific short and long term objectives in mind. Allison has extensive experience with first generation as well as multigenerational wealth, business owners, corporate executives 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. 
 
*Truist and its representatives do not provide tax or legal advice. You should consult your individual tax or legal professional before taking any action that may have tax or legal consequences.

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 needs of business-owners

Locations

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