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Allison F. Grier, AAMS®

Allison F. Grier, AAMS®

 

LPL Registered Administrative Associate

Allison joined Palmetto Investment Consultants, LLC in April 2013 and is committed to delivering the highest level of customer service to each client. She graduated from Winthrop University in 1998 with a bachelor’s degree in Psychology and began her career in the financial services industry with Wells Fargo Advisors in 2001, where she obtained her Series 7 & Series 66 securities registrations. Her Series 7 is now held with LPL Financial and her Series 66 is held with LPL Financial and Independent Advisor Alliance. Allison has earned the Accredited Asset Management Specialist (trademark) professional designation. The College for Financial Planning awards the AAMS® (trademark) designation to individuals who successfully complete a 12 module professional education program, pass a final examination, commit to its code of ethics and agree to pursue continuing education. Allison is responsible for operational, service and trade related items for our clients. She and her two children, Jackson and Bailey, live in Rock Hill, SC.