CONSORTIUM MEMBER SINCE 2012

Allyn Ramsey

Administrative Assistant

Winston Wealth Management
1255 Creekshire Way, Suite 240
Winston Salem, NC 27103

Phone  |  336/397-2901
Fax  |  336/397-2906
E-mail  |  allyn@winstonwealth.com



Member Profile

Client Vision

Allyn was hired in 2012 to help Mickey and Leroy Smith with their administrative office duties. She recently relocated to Winston Salem, leaving a Financial Advisor Administrative Assistant position in Charlotte, NC, which she held for 7 years. Allyn's focus is to provide the best office support possible to both advisor and client.


Areas of Expertise

  • Administrative Support
  • Client Coordination & Customer Service Support

Education/Certification

  • Centricity Training Certificate

Outside The Office

Allyn enjoys traveling with her husband when time allows. One day she hopes visit Alaska, Greece, Croatia, and Italy. She is also enjoys re-exploring Winston Salem and all its surrounding areas have to offer.









TOP 25 FIRM
2004-2017

Chosen as one of Atlanta’s
Top 25 Financial Planning & Advisory Firms
based on assets under advisement.


RANKED TOP WORKPLACE 2015-2018





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Integrated Financial Group. All Rights Reserved.

DISCLOSURE: Securities and Advisory services offered through LPL Financial, a Registered Investment Advisor. Member FINRA/SIPC. Advisory Services may be offered through LPL Financial, a registered investment advisor or IFG Advisory, LLC, a registered investment advisor. Integrated Financial Group and IFG Advisory, LLC are separate entities from LPL Financial. The LPL Financial Registered Representatives associated with this site may only discuss and/or transact business with residents of the following states: Alabama, Alaska, Arizona, Arkansas, California, Colorado, Connecticut, DC, Florida, Georgia, Idaho, Illinois, Iowa, Kansas, Kentucky, Louisiana, Maryland, Massachusetts, Michigan, Minnesota, Mississippi, Missouri, Montana, Nebraska, Nevada, New Hampshire, New Jersey, New Mexico, New York, North Carolina, Ohio, Oklahoma, Oregon, Pennsylvania, Rhode Island, South Carolina, Tennessee, Texas, Utah, Virginia, West Virginia, Wisconsin.