Danielle Gregory, Cfp®
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Danielle Gregory, Cfp® Email & Phone Number

Senior Wealth Advisor at Albion Financial Group
Location: Salt Lake City, Utah, United States 3 work roles 1 school
1 work email found @albionfinancial.com 2 phones found area 801 LinkedIn matched
✓ Verified July 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email · 2 phones

Work email d****@albionfinancial.com
Direct phone (801) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
Albion Financial Group
Role
Senior Wealth Advisor
Location
Salt Lake City, Utah, United States
Company size
25 employees

Who is Danielle Gregory, Cfp®? Overview

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Quick answer

Danielle Gregory, Cfp® is listed as Senior Wealth Advisor at Albion Financial Group, a with 25 employees, based in Salt Lake City, Utah, United States. AeroLeads shows a work email signal at albionfinancial.com, phone signal with area code 801, and a matched LinkedIn profile for Danielle Gregory, Cfp®.

Danielle Gregory, Cfp® previously worked as Wealth Builder Advisor at Albion Financial Group and Paraplanner at Albion Financial Group. Danielle Gregory, Cfp® holds Bachelors Degree, Political Science from University Of Utah.

Company email context

Email format at Albion Financial Group

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*@albionfinancial.com
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AeroLeads found 1 current-domain work email signal for Danielle Gregory, Cfp®. Compare company email patterns before reaching out.

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Profile bio

About Danielle Gregory, Cfp®

I serve as a Senior Wealth Advisor working daily to implement client specific investment financial planning goals to guide clients to a lifetime of good decisions. I am a member of the Women of Albion Team, a group of Albion staff focused on the distinct requirements of Albion’s women clients. I am also engaged with our millennial initiative which adapts the tools, techniques and communication channels of Albion to the requirements of the millennial generation.I began my career at Albion in 2011 as an Associate Wealth Advisor, where I gained experience in wealth advising and Albion’s investment management process. In 2015, I transitioned to the role of Wealth Builder Advisor where I assists clients in the wealth accumulation phase of life. After earning my CFP® designation, I transitioned in to a Senior Wealth Advisor in 2020. I combine intelligence and insight with a true desire to help our clients reach their financial objectives.

Listed skills include Investments, Wealth, Investment Management, Portfolio Management, and 5 others.

Current workplace

Danielle Gregory, Cfp®'s current company

Company context helps verify the profile and gives searchers a useful next step.

Albion Financial Group
Albion Financial Group
Senior Wealth Advisor
salt lake city, utah, united states
Website
albionfinancial.com
Employees
25
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Company profile
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3 roles

Danielle Gregory, Cfp® work experience

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Team & coworkers

Colleagues at Albion Financial Group

Other employees you can reach at albionfinancial.com. View company contacts for 25 employees →

TJ Tyani Joseph Tyani Joseph Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → MK Mike Kessler, Mba, Bfa Mike Kessler, Mba, Bfa Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → DC David Clark David Clark Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → RD Rose De Witt Rose De Witt Colleague at Albion Financial GroupLondon, England, United Kingdom View → JT José Treviño José Treviño Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → HH Heath Heavy, Cfp® Heath Heavy, Cfp® Colleague at Albion Financial GroupSalt Lake City Metropolitan Area, United States View → NR Natalie Richards, Fpqp Natalie Richards, Fpqp Colleague at Albion Financial GroupSalt Lake City Metropolitan Area, United States View → SD Sara Dewey, Fpqp® Sara Dewey, Fpqp® Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → PK Peggy Knodel Peggy Knodel Colleague at Albion Financial GroupSalt Lake City, Utah, United States View → BM Briana Mofhitz-Faieta Briana Mofhitz-Faieta Colleague at Albion Financial GroupSalt Lake City, Utah, United States View →
1 education record

Danielle Gregory, Cfp® education

FAQ

Frequently asked questions about Danielle Gregory, Cfp®

Quick answers generated from the profile data available on this page.

What company does Danielle Gregory, Cfp® work for?

Danielle Gregory, Cfp® works for Albion Financial Group.

What is Danielle Gregory, Cfp®'s role at Albion Financial Group?

Danielle Gregory, Cfp® is listed as Senior Wealth Advisor at Albion Financial Group.

What is Danielle Gregory, Cfp®'s email address?

AeroLeads has found 1 work email signal at @albionfinancial.com for Danielle Gregory, Cfp® at Albion Financial Group.

What is Danielle Gregory, Cfp®'s phone number?

AeroLeads has found 2 phone signal(s) with area code 801 for Danielle Gregory, Cfp® at Albion Financial Group.

Where is Danielle Gregory, Cfp® based?

Danielle Gregory, Cfp® is based in Salt Lake City, Utah, United States while working with Albion Financial Group.

What companies has Danielle Gregory, Cfp® worked for?

Danielle Gregory, Cfp® has worked for Albion Financial Group.

Who are Danielle Gregory, Cfp®'s colleagues at Albion Financial Group?

Danielle Gregory, Cfp®'s colleagues at Albion Financial Group include Tyani Joseph, Mike Kessler, Mba, Bfa, David Clark, Rose De Witt, and José Treviño.

How can I contact Danielle Gregory, Cfp®?

You can use AeroLeads to view verified contact signals for Danielle Gregory, Cfp® at Albion Financial Group, including work email, phone, and LinkedIn data when available.

What schools did Danielle Gregory, Cfp® attend?

Danielle Gregory, Cfp® holds Bachelors Degree, Political Science from University Of Utah.

What skills is Danielle Gregory, Cfp® known for?

Danielle Gregory, Cfp® is listed with skills including Investments, Wealth, Investment Management, Portfolio Management, Wealth Accumulation, Finance, Management, and Investment Strategies.

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