Client Relationship Manager,
Wealth Client Service
- Raleigh, NC
- Watership Down, The Stand, Where the Sidewalk Ends | Breakfast Club
- My husband, Bono, and Barack Obama
- Do unto others as you would have them do unto you.
- Generosity, compassion, and loyalty
Client Solutions Group
Allison brings world-class management experience to our private wealth clients and works out of the Raleigh, NC office.
Allison joined CAPTRUST in 2006 and now serves as a client relationship manager responsible for managing private wealth client assets. In her current role, she delivers proactive service to CAPTRUST clients while serving as an internal resource and mentor for the private wealth services department. Prior to joining the firm, Allison served as a senior client service representative at Morgan Stanley Smith Barney and has worked in the industry since 1990.
- Bachelor of Science degree in business administration from Appalachian State University.
- Master of Business Administration degree from Wake Forest University
Awards & Recognition
- CAPTRUST Client Service Award | 2007 and 2015
News & Resources
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