Managing Director - Investments

Address: 1201 THIRD AVENUE, SUITE 3500, SEATTLE, WA 98101
Phone: 206-587-7711 | 800-426-1714    Fax: 206-344-6698

My Background

My Associate(s): Mallory Brick, Financial Consultant ; Shayla Doherty, Client Associate ; Susan Termine, Senior Registered Client Associate

My Education & Credentials

  • Senior PIM Portfolio Manager
Securities Registered in the following states: AK, AZ, CA, CO, DC, FL, GA, ID, MT, NC, NM, NV, NY, OR, RI, TX, UT, WA
Insurance licensed in the following states: AK, FL, ID, WA
CAROL L. GREGORY: Financial Advisor: Wells Fargo Clearing Services, LLC
United States: Washington: SEATTLE Branch