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Allison HubbellManager, Wealth Client Services

  • 4208 Six Forks Road
    Suite 1700
    Raleigh, NC 27609
  • 919.870.6822

Allison joined CAPTRUST in 2006 and now serves as a manager responsible for managing private wealth client relationships. In her current role of team leader, she delivers proactive service to CAPTRUST clients while serving as an internal resource and mentor for the private wealth services department.  Prior to joining the firm, Allison served as a senior client service representative at Morgan Stanley Smith Barney and has worked in the industry since 1990.  

EDUCATION

  • Bachelor of Science degree in business administration from Appalachian State University.
  • Master of Business Administration degree from Wake Forest University¬†

AWARDS AND RECOGNITIONS

  • CAPTRUST Client Service Brick Award in 2007 and 2015

Personal Profile

Hometown:
Raleigh, NC
Favorite Book or Movie:
Watership Down (Richard Adams), The Stand (Stephen King), Where the Sidewalk Ends (Shel Silverstein) | Breakfast Club
Ideal Dinner Guest:
My husband, Bono, and Barack Obama
Words to Live By:
Golden Rule: Do unto others as you would have them do unto you
Qualities I Admire in People:
Generosity, compassion, and loyalty