We are so excited to welcome Allie Fry as part of our Phoenix Wealth Advisors team.
Prior to joining PWA in March 2020, Allie held the following positions:
Registered Client Service Associate for Raymond James & Associates in Greenville, NC for 4 years
Registered Client Associate for Wells Fargo Advisors, Chapel Hill, NC for 10 months
Series 7, 63, and 65 Licensure
Allie enjoys working with clients closely to help them achieve their financial needs and goals. She is a vital part of the client onboarding process and continued servicing of those accounts.
Allie was raised in Lynchburg, VA where she graduated from Liberty University. She currently lives in Efland, NC with her husband, Nate, son, Roman, and their three cats and dogs.
Outside of work, Allie loves playing sports, especially soccer, basketball, and volleyball. She also enjoys hiking, walking her dogs, horseback riding, and taking her son Roman to the park.
Allie is an invaluable part of our team, and we are grateful to have her here at Phoenix Wealth Advisors.