AeroLeads people directory · profile

Alan Gray Email & Phone Number

Financial Consultant at First Citizens Investor Services
Location: Charlotte Metro, United States, United States 7 work roles 2 schools
1 phone found area 954 LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 phone

Direct phone (954) ***-****
LinkedIn Profile matched
3 free lookups remaining · No credit card
Current company
First Citizens Investor Services
Role
Financial Consultant
Location
Charlotte Metro, United States, United States
Company size
17773 employees

Who is Alan Gray? Overview

A concise factual answer block for searchers comparing this professional profile.

Quick answer

Alan Gray is listed as Financial Consultant at First Citizens Investor Services, a company with 17773 employees, based in Charlotte Metro, United States, United States. AeroLeads shows phone signal with area code 954 and a matched LinkedIn profile for Alan Gray.

Alan Gray previously worked as Regional Platform Sales Manager at First Citizens Investor Services and Market Sales Manager, VP at Bank Of America Merrill Lynch. Alan Gray holds Mba, Finance from Nova Southeastern University.

Company email context

Email format at First Citizens Investor Services

This section adds company-level context without repeating Alan Gray's masked contact details.

First Citizens Investor Services

Review company-level records connected to Alan Gray before choosing the right outreach path.

View email format View company profile Management contacts
Profile bio

About Alan Gray

Alan Gray is a Financial Consultant at First Citizens Investor Services. He possess expertise in retirement planning, mutual funds, investments, portfolio management, financial services and 25 more skills.

Listed skills include Retirement Planning, Mutual Funds, Investments, Portfolio Management, and 26 others.

Current workplace

Alan Gray's current company

Company context helps verify the profile and gives searchers a useful next step.

First Citizens Investor Services
First Citizens Investor Services
Financial Consultant
Charlotte, NC, US
Website
firstcitizens.com
Employees
17773
AeroLeads page
Company profile
View company profile Email format
7 roles

Alan Gray work experience

A career timeline built from the work history available for this profile.

Financial Planner

The Ayco Company, L.P.

Our team provided comprehensive financial planning for Fortune 500 executives, their families, and other high net-worth individuals. Areas of financial planning include: Retirement PlanningInvestment StrategyIncome Tax Planning & Preparation Estate / Wealth Transfer PlanningCorporate Benefits PlanningInsurance / Risk Management

Sep 2008 - Aug 2011

Operations Coordinator

Bankatlantic

I was Initially hired as a Regional Investment Sales Executive and promoted to provide in-depth financial analysis for senior management.

Aug 2006 - Jul 2008

Financial Consultant

Massmutual Financial Group

Performed full service financial planning services for clients with investment products including mutual funds, stocks, bonds, annuities and insurance. Principal accountabilities included financial analysis, strategic planning/execution, portfolio management, providing sound investment solutions, and compliance.Associate of the Month, May 2006

Jan 2005 - Aug 2006
Team & coworkers

Colleagues at First Citizens Investor Services

Other employees you can reach at firstcitizens.com. View company contacts for 17773 employees →

MT Maggie Taylor Maggie Taylor Colleague at First Citizens Investor Services Raleigh, North Carolina, United States, United States View → JB Jamie Bonanno Jamie Bonanno Colleague at First Citizens Investor Services Annapolis, Maryland, United States, United States View → AB Ann Bradley Ann Bradley Colleague at First Citizens Investor Services Lexington County, South Carolina, United States, United States View → MS Melissa Scott Melissa Scott Colleague at First Citizens Investor Services Winter Garden, Florida, United States, United States View → CR Christopher Rupert Christopher Rupert Colleague at First Citizens Investor Services United States, United States View → SS Susan Spitzer Susan Spitzer Colleague at First Citizens Investor Services Murrieta, California, United States, United States View → SK Shelia King Shelia King Colleague at First Citizens Investor Services Luverne, Alabama, United States, United States View → JT Juan Torrescano Juan Torrescano Colleague at First Citizens Investor Services Atlanta Metropolitan Area, United States View → HW Holly Wetherington Holly Wetherington Colleague at First Citizens Investor Services Coats, North Carolina, United States, United States View → CM Christian Muller Christian Muller Colleague at First Citizens Investor Services Columbia, South Carolina, United States, United States View →
2 education records

Alan Gray education

FAQ

Frequently asked questions about Alan Gray

Quick answers generated from the profile data available on this page.

What company does Alan Gray work for?

Alan Gray works for First Citizens Investor Services.

What is Alan Gray's role at First Citizens Investor Services?

Alan Gray is listed as Financial Consultant at First Citizens Investor Services.

What is Alan Gray's phone number?

AeroLeads has found 1 phone signal(s) with area code 954 for Alan Gray at First Citizens Investor Services.

Where is Alan Gray based?

Alan Gray is based in Charlotte Metro, United States, United States while working with First Citizens Investor Services.

What companies has Alan Gray worked for?

Alan Gray has worked for First Citizens Investor Services, Bank Of America Merrill Lynch, The Ayco Company, L.P., Bankatlantic, and Massmutual Financial Group.

Who are Alan Gray's colleagues at First Citizens Investor Services?

Alan Gray's colleagues at First Citizens Investor Services include Maggie Taylor, Jamie Bonanno, Ann Bradley, Melissa Scott, and Christopher Rupert.

How can I contact Alan Gray?

You can use AeroLeads to view verified contact signals for Alan Gray at First Citizens Investor Services, including work email, phone, and LinkedIn data when available.

What schools did Alan Gray attend?

Alan Gray holds Mba, Finance from Nova Southeastern University.

What skills is Alan Gray known for?

Alan Gray is listed with skills including Retirement Planning, Mutual Funds, Investments, Portfolio Management, Financial Services, Investment Strategies, Investment Advisory, and Fixed Annuities.

Find 750M verified contacts

Search by job title, company, industry, location, and seniority. Export verified B2B contact data when you need it.

People with similar names

Check these profiles if this is not the Alan Gray you were looking for.

Alan Gray
Alan Gray
Corporate Image Strategist
Brunswick, Ga
1 email domain
Alan Gray
Alan Gray
Operating Principal @ Alg Biopharm | Pharmaceutical Commercialization, Market Access, Marketing, Clinical Operations
Macungie, Pa
Alan Gray
Alan Gray
President At Alan Gray Financial Services
Northbrook, Il
7 email domains
View similar profiles