Rodney Gray Email & Phone Number

I believe that identifying financial solutions begins with a solid understanding of each client’s situation, goals, objectives and risk tolerance. I follow a disciplined process that enables us to work with clients to craft a solution that helps to meet your individual financial needs: Develop a thorough understanding of your financial goals and objectives Review and analyze your current financial situation Identify and tailor solutions that can help you meet your individual needs Implement your customized strategy, including personalized services and benefits Review your strategy, meeting periodically to discuss your goals and needs Whatever your financial goal—whether to grow your wealth, preserve it or pass it on to others, you can count on us to help with a strategy that is: PersonalHighly individualized FlexibleResponsive to changes in your life ComprehensiveCovering a broad array of investment scenarios© 2023 Morgan Stanley Smith Barney LLC (‘MSSB’), member SIPC (www.sipc.org), reserves the right, to the extent permitted under applicable law, to retain and monitor all electronic communications. MSSB will not accept purchase or sale orders via LinkedIn or its messaging systems. MSSB is not responsible for content posted by third-parties. MSSB does not provide tax or legal service – please consult a tax advisor. Statements and messages are for US residents only and subject to the following terms: http://www.morganstanley.com/disclaimers/mswm-email.html-The investments listed may not be suitable for all investors. Morgan Stanley Smith Barney LLC recommends that investors independently evaluate particular investments, and encourages investors to seek the advice of a financial advisor. The appropriateness of a particular investment will depend upon an investor's individual circumstances and objectives.

Responsible for individual and institutional investment assets worth 1 billion dollars, on a daily basis for one of the worlds largest asset management firms

Identify and develop new business, provide investment advisory services, and build and manage client relationships for one of the world’s largest asset management companies. Promote a full line of products and services — treasury, money management, mutual funds, debt/equity portfolio management, private client services — and provide on-going, comprehensive, customer-specific advisory and consulting services. Develop and execute investment strategies and manage risk to meet the short-, intermediate- and long-term needs of institutional clients and high-net-worth individuals. Consult and liaise with C-Level corporate executives, international bankers, thought leaders, regulatory officials and internal customers — portfolio managers, analysts, directors and principals. .

Key member of a premier regional investment firm — 240 offices in 18 states, $480 million in equity capital — offering full-service investment banking, securities brokerage, trust, asset management and strategic finance advisory services to corporate accounts, institutional clients and individual investors. Participated in sale and distribution of IPOs and secondary offerings for debt and equity markets, and private placement memoranda for high-net-worth individuals

Ma, Management (Pol)

Ba, Poli Sci