Allison Gregory is Where Service Matters

Kudos to #WhereServiceMatters Award Recipient, Allison Gregory, servicing one of our Private Investment clients, for her willingness to help others and dedication to the client. “I just wanted to flag how helpful Allison Gregory has been over the last few months. She is always incredibly helpful and lovely to work with. She is responsive, pleasant, calm and service oriented. She exudes both a professional demeanor and a sense of calm even in the most stressful situations. We need more people like her at this firm.”, says a close source at the client. Allison, thank you for all of your hard work and kindliness. You are truly Where Service Matters!