Abacus Planning Group welcomes Allison Jones to its Client Service Team
January 19, 2024
Abacus Planning Group welcomes Allison Jones to its team as a Client Service Administrator. Allison previously worked in the banking and property management industries and is now responsible for back-office operations on behalf of Abacus clients.
Ms. Jones is a native of Charlotte, North Carolina and is a 2013 graduate of University of North Carolina at Greensboro with a B.A in Communication Studies.
About Abacus
Abacus is a financial advisory and investment counsel firm focused on serving families with shared assets from businesses to commercial real estate to oil and gas holdings. Managing over $1.7 billion on behalf of its 250-plus families, Abacus consists of a team of multi-disciplinary experts who work collaboratively to serve its clients.
Visit Abacus’s website: www.abacusplanninggroup.com.
