Paraplanner and Research Analyst
- Develops and updates financial plan analysis
- Researches and recommends planning strategies and appropriate solutions for financial planning
- Prepares and updates essential documents and forms while monitoring status on the planning process
FINRA Series 7, 31, 63, and 65 securities registrations
Gray is our paraplanner and research analyst. He has worked in the wealth management industry since 2009, and previously worked for Capitol Securities Management and Morgan Stanley. Gray graduated from George Mason University with a BA in psychology. He is currently in pursuit of his CERTIFIED FINANCIAL PLANNERTM certification.
Born and raised in the Washington, D.C., area, Gray moved to Southport in 2009 to be closer to his family, who relocated to Southport when he was in college. In his spare time, Gray loves to play golf, basketball, and the drums. The majority of his time is spent with his wife Meredith, their two daughters, Harper and Hannah, and their crazy black lab named Hank.