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Post-Election Financial Planning Considerations
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Client Relationship Manager,
Wealth Client Service
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.