Allison Wright
Vice President/Retirement Plan Manager at IMA Wealth, Inc., an IMA Financial Group Company | Dallas, Texas, United States
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Vice President/Retirement Plan Manager at IMA Wealth, Inc., an IMA Financial Group Company in June 2017 to Present
Senior Managing Advisor at BKD Wealth Advisors in April 2015 to June 2017
Managing Advisor at BKD Wealth Advisors in October 2013 to March 2015
Consultant at BKD, LLP in January 2007 to December 2012
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University of Kansas, Bachelor of Science, January 2002 to January 2006
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Employee Benefits
ERISA
Accounting
Fiduciary Services
Fiduciary Management
Holistic Financial Planning
DOL
Qualified Retirement Plans
Investments
Business Planning
Retirement Planning
401k
401k Rollovers
Wealth Management
High Net Worth Individuals
Consulting
Defined Benefit
Certified Financial Planner
AIF
Retirement
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What is Allison Wright email address?
Email Allison Wright at [email protected]. This email is the most updated Allison Wright's email found in 2026.
How to contact Allison Wright?
To contact Allison Wright send an email to [email protected].
What company does Allison Wright work for?
Allison Wright works for IMA Wealth, Inc., an IMA Financial Group Company
What is Allison Wright's role at IMA Wealth, Inc., an IMA Financial Group Company?
Allison Wright is Vice President/Retirement Plan Manager
What is Allison Wright's Phone Number?
Allison Wright's phone (214) ***-*357
What industry does Allison Wright work in?
Allison Wright works in the Financial Services industry.
Allison Wright Email Addresses
Allison Wright Phone Numbers
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