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Alan Gray is listed as President at Alan Gray Financial Services at Alan Gray Financial Services, based in Northbrook, Illinois, United States. AeroLeads shows a work email signal at msn.com, phone signal with area code 847, 480, 708, and a matched LinkedIn profile for Alan Gray.
Alan Gray previously worked as President at Alan Gray Financial Services and Managing Director at Exact Strategies. Alan Gray holds Bs, Accounting from Southern Illinois University, Carbondale.
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AeroLeads found 1 current-domain work email signal for Alan Gray. Compare company email patterns before reaching out.
Experienced Financial Services Professional with a demonstrated history of raising capital and working in the investment management industry. Strong professional skilled in Sales, Securities, Asset Management, Team Building, and Retirement Planning.Alan I. Gray is President of Alan Gray Financial Services (AGFS). After going on Medicare a few years ago Alan decided that if he could get the proper training and certification, he would like to help other people with the process of getting Medicare Supplements and plans. He specializes in helping both people going on Medicare for the first time as well as people who are already on Medicare navigate the Medicare maze and pick the best and most cost effective plan for their individual needs. The process is complicated but Alan helps make it simple and easy to understand.Besides meeting with clients Alan holds information Medicare 101 meetings in the local area at various venues, including Medical Centers, libraries and community centers.Alan received a Bachelor of Science degree from Southern Illinois University. He is a Registered Certified Public Accountant. He is also a licensed insurance agent. He has over 40 years' experience working with investment management organizations and financial distribution companies in leadership roles.
Listed skills include Mutual Funds, Asset Management, Separately Managed Accounts, Financial Advisory, and 46 others.
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Northbrook, Illinois, United States
Alan Gray Financial Services is an independent insurance agency specializing in Medicare Solutions. We work with the major insurance companies so we can offer our clients appropriate coverage to meet their needs. Our clients are located all across Illinois, Arizona, Florida, Nevada, Michigan, Texas, Wisconsin & Arkansas giving us a great feel for the.
Greater Chicago Area
Greater Chicago Area
Vice President at Wellesley Asset Management, Inc. working closely with registered investment advisors, wire-house, and independent broker dealers in the central region. Primary objective is to form strategic partnerships and growth opportunities for the firm’s convertible mutual funds, separately managed accounts and limited partnership strategies.
Greater Chicago Area
Wholesale distribution of mutual funds and separately managed accounts for select asset managers through RIA's, wirehouse, regional and independent broker dealers.Represented The Marketfield Fund, The Wintergreen Fund, The Schooner Fund, The Avenue Capital Credit Strategies Fund and The Ziegler Lotsoff Long/Short Credit Fund
Greater Chicago Area
Wholesale distribution of mutual funds and separately managed accounts for select asset managers through RIA's, wirehouse, regional and independent broker dealers. Represented Dividend Growth Advisors, Forester Capital Management, Credit Suisse and Strategic Income Management.
Alan Gray Financial Services prides itself on unparalleled service and performance. We are committed to providing unbiased advice and prudent strategies to assist clients with planning for their future. Our services are always tailored to your unique needs. We provide conservative strategies. Our independent approach allows us to serve you without.
Wholesaled The American Legacy Variable Annuity through the Independent Planner channel and Edward Jones in central and southern Illinois
Private real estate fund providing capital to the single family home industry.
Directed a team of 11 Regional Vice Presidents covering 15 states
Directed a team of 11 Regional Vice Presidents covering 15 states
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Alan Gray works for Alan Gray Financial Services.
Alan Gray is listed as President at Alan Gray Financial Services at Alan Gray Financial Services.
AeroLeads has found 1 work email signal at @msn.com for Alan Gray at Alan Gray Financial Services.
AeroLeads has found 11 phone signal(s) with area code 847, 480, 708 for Alan Gray at Alan Gray Financial Services.
Alan Gray is based in Northbrook, Illinois, United States while working with Alan Gray Financial Services.
Alan Gray has worked for Alan Gray Financial Services, Exact Strategies, Wellesley Asset Management, Inc., Access Distribution Partners, Llc, and Piedmont Capital Distributors.
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Alan Gray holds Bs, Accounting from Southern Illinois University, Carbondale.
Alan Gray is listed with skills including Mutual Funds, Asset Management, Separately Managed Accounts, Financial Advisory, Fixed Annuities, Asset Managment, Series 63, and Alternative Investments.
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