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Alan Gray Email & Phone Number

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

Contact Signals · 1 phone

Direct phone (954) ***-****
LinkedIn Profile matched
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Current company
First Citizens Investor Services
Role
Financial Consultant
Location
Charlotte Metro, United States
Company size
17773 employees

Who is Alan Gray? Overview

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Quick answer

Alan Gray is listed as Financial Consultant at First Citizens Investor Services, a with 17773 employees, based in Charlotte Metro, 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

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First Citizens Investor Services

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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

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First Citizens Investor Services
First Citizens Investor Services
Financial Consultant
Charlotte, NC, US
Website
firstcitizens.com
Employees
17773
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Company profile
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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 →

JG Julius Golden Julius Golden Colleague at First Citizens Investor ServicesJacksonville, Florida, United States View → JF Jim Franklin Jim Franklin Colleague at First Citizens Investor ServicesFernandina Beach, Florida, United States View → RH Robert Hucks Robert Hucks Colleague at First Citizens Investor ServicesConway, South Carolina, United States View → OM Owen Magnier Owen Magnier Colleague at First Citizens Investor ServicesUnited States View → MM Michael Messier Michael Messier Colleague at First Citizens Investor ServicesChapel Hill, North Carolina, United States View → MS Marie Sanchez Marie Sanchez Colleague at First Citizens Investor ServicesAustin, Texas, United States View → AL Allison Lyon Allison Lyon Colleague at First Citizens Investor ServicesKansas City, Missouri, United States View → CT Cathy Turpin Cathy Turpin Colleague at First Citizens Investor ServicesRoanoke, Virginia, United States View → SB Sue Batts Sue Batts Colleague at First Citizens Investor ServicesClayton, North Carolina, United States View → CJ Caleb Jones Caleb Jones Colleague at First Citizens Investor ServicesRaleigh, North Carolina, 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 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 Julius Golden, Jim Franklin, Robert Hucks, Owen Magnier, and Michael Messier.

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.

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