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Lois J. Gregory
Wealth Management Client Associate
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Experience
Lois was drawn to Meaden & Moore because she shares the firm’s core values of demonstrating integrity and professionalism. Lois is committed to making sure clients receive the utmost care when responding to their requests or questions. Her mission is to provide the highest level of service to clients of the Wealth Center and to bring her expertise and experience in supporting clients to the team.
Licenses
FINRA Series 7
FINRA Series 66
Ohio Life, Health, and Variable License
Securities offered through Avantax Investment ServicesSM, Member FINRA, SIPC. Investment Management Solutions (IMS) Platform fee-based asset management accounts offered through Avantax Advisory ServicesSM. All other financial planning services are offered through the Wealth Center at Meaden & Moore. The Wealth Center at Meaden & Moore is not affiliated with Avantax Investment ServicesSM. Insurance services are offered through an Avantax affiliated insurance agency.
Education
The University of Michigan, B.A. English Language and Literature
