Professional Approach and Experience:
Grayson serves the needs of Financial Advisors and clients alike by ensuring that services are completed with accuracy and efficiency. He is one of our Operations Associates and assists the paraplanners with clients’ needs including, but not limited to, the creation of new accounts, transfer of funds, account changes and any other common service requests. Grayson looks forward to growing his financial industry knowledge. Grayson's experience in customer service promotes a smooth customer experience with attention to detail and enthusiasm.
Academic Achievements Include:
Bachelor of Science from the University of Arkansas
Arkansas Life and Health Insurance License
Securities Industry Essentials
FINRA Series 7
FINRA Series 66
Life Outside of Business:
Born and raised in Arkansas, Grayson is a lifelong Razorback fan that graduated from the University of Arkansas in May 2022. He enjoys mountain biking, playing golf, working out, and anything else that gets him outside and active. When back home with his family in southeast Arkansas, he loves to go hunting and fishing. Grayson spends his free time with friends playing in recreational sports leagues, taking lake trips, and sometimes camping. Grayson is currently working to advance his career by adding to his credentials.
Arkansas Insurance License #20384567