|By Catherine Muccigrosso, Lake Wylie Pilot, S.C.|
|McClatchy-Tribune Information Services|
"People need to make sure they're not making long-term investment decisions based on short-term economic issues," said
Gregory is following his own advice. On
"I want the ability to grow my own business," he said. "I wanted to be a business owner."
Gregory moved into his 825-square-foot office at Suite 105, formerly
"I have more investment options to provide my clients that are better tailored to fit their needs," said Gregory, who explained that he works through
Gregory, like other local financial advisers, offers assistance with retirement planning, 401k rollovers, individual investments and retirement accounts. What he hopes sets him apart is personal.
"It's about the relationships I build with my clients to properly invest to meet their needs and goals," he said. "I just want to grow my practice at a pace I can sustain needed client contact and serve my clients well and not lose that relationship."
In fact, Gregory, 43, who holds a bachelor's degree in electrical engineering and a master's degree in business from
"Because my son was born, and I was traveling five days a week, I wanted to be able to be home at night," he said. "I always liked investments and it seemed like a good progression."
Gregory has been in the
He says many people think they have to go to
"Our community is growing," she said. "Allan came to our community and worked very hard to establish his own name. Several younger men have chosen this area to have their own wealth management business. We always think it's great when one of our members or business people in community can grow or start their own business."
"It's a big undertaking," he said of opening his own financial firm, located nearby in suite 102 in the
Gregory's long-term goals are simple.
"I want to keep it personal, and potentially have an assistant down the road," he said.
After Gregory's departure,
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KA Gregory Wealth Management is located at
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