Gary Grigg Email & Phone Number

My Business is People and Their Financial JourneyMy practice works with a select group of families to help them work towards their financial goals by implementing strategies that seek to help growth, preserve assets, and promote tax management strategies and wealth transfer strategies.My consultative process begins with an in-depth discussion of your current finances and future objectives. I'll help address issues you might have overlooked that may have an impact on your ability to retire as planned. Finally, I'll determine how I can help you adjust your investment strategy as necessary to help accommodate changing conditions and aim to meet any unforeseen expenses and income demands that may arise during retirement.For me, retirement planning means more than providing my clients with investment advice. It means helping them maintain the financial independence they’ve worked their whole lives to achieve. It means striving to ensure they have the means to pursue what’s most important to them. And it means understanding them as people with unique goals, values and circumstances that determine the strategies I develop on their behalf.

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  Senior Vice President | Financial Advisor

  Morgan Stanley

  Aug 2001 - Present - Louisville

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  Indiana University Bloomington And New Albany

  Finance And Economics