Allan Gregory

Allan Gregory, a CERTIFIED FINANCIAL PLANNER™ practitioner, is the Managing Director of K.A. Gregory Wealth Management of Lake Wylie, South Carolina.  Allan has been helping clients in the financial services industry since 2006 and has lived in the area for over eight years with his wife Kathy and sons Hunter and Colton.

Allan's accomplishments include earning his MBA degree from Xavier University in Cincinnati, Ohio.  He is currently the Vice President of the Lake Wylie Rotary Club, and a board member of the Lake Wylie Chamber of Commerce.  Other memberships include active participation in the River Hills Lion Club and Lake Wylie Friends in Business.

Allan has earned his private pilot's license and enjoys many family activities including sailing on their US Yacht Sailboat in Lake Wylie.

QUALIFICATIONS

• Allan's registrations are: Series 7, 24 held with LPL Financial and Series 66 held with both LPL Financial and Independent Advisor Alliance
• CERTIFIED FINANCIAL PLANNER™ practitioner

THE OFFICE

K.A. Gregory Wealth Management is based on the principal of providing the wisest financial strategy for our clients. We take the time to get to know our clients personally and a successful relationship is the key to success.

Planning your financial future can be overwhelming and confusing.  If you are saving for a child's college tuition, planning for retirement, or simply investing your current assets, choosing the right financial advisor is one of the most important decisions you can make.

Our mission is simple. K.A. Gregory Wealth Management helps individuals or families in all stages of life unravel the complexities of their financial issues. Through our knowledge and experience, we offer our clients the framework so they can create financial confidence now and for the future.