Danielle Gregory, CFP®
Senior Wealth Advisor>
Financial Paraplanner Qualified Professional™>
Bachelor of Science in Politics, University of Utah
Danielle serves as coordinator of the Albion Wealth Builder offering, a role that includes introducing new Albion clients to Wealth Builder, managing the onboarding process for those clients, and working with the investment team to ensure each Wealth Builder portfolio is properly allocated per the client investment policy. On an ongoing basis Dani provides Wealth Builder clients with investment and financial guidance to keep them on track toward their personal financial goals. Dani is a member of the Women of Albion Team, a group of Albion staff focused on the distinct requirements of Albion’s women clients. She is also engaged with our millennial initiative which adapts the tools, techniques and communication channels of Albion to the requirements of the millennial generation.
Dani began her career at Albion in 2011 as an Associate Wealth Advisor, where she gained experience in wealth advising and Albion’s investment management process. In 2015, Dani transitioned to her current role as Wealth Builder Advisor where she assists clients in the wealth accumulation phase of life. Dani combines intelligence and insight with a true desire to help our clients reach their financial objectives.
Outside of work, Dani enjoys being active and spending time with her friends and family. Her appetite for activity is robust. She is an active swimmer, having been a competitor in the sport for twelve years and a member of the University of Utah swim team. Yet swimming is not enough – she also enjoys running marathons and participating in CrossFit competitions.