Grayson Palmer, Cfp®

Grayson Palmer, Cfp® Email and Phone Number

Lead Advisor at LifeBridge Financial Group @ LifeBridge Financial Group
houston, texas, united states
Grayson Palmer, Cfp®'s Location
Waco, Texas, United States, United States
About Grayson Palmer, Cfp®

I graduated from Louisiana State University with a degree in Business and a minor in Investing. While at LSU, I found out I had a natural ability to understand complex financial ideas and teach others. After school, I was not quite ready to sit behind a desk. Instead, I backpacked along the Rocky Mountains and worked on an elk hunting ranch for a season before moving to Austin to work for Kestra. While in Austin, I attended night classes at the University of Texas to sit for the CFP® test. After finishing the courses, I moved back to Waco, passing and becoming a CERTIFIED FINANCIAL PLANNER™, While in Waco, I continue to educate and assist my clients about the nuances of financial products and help create financial plans giving them peace of mind.Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Jim Morrison Financial is not affiliated with Kestra IS or Kestra AS.This site is published for residents of the United States only. Registered Representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact our Compliance Department at 844-5-KESTRA (844-553-7872). The website links referenced are being provided strictly as a courtesy. Neither us, nor Kestra IS or Kestra AS are liable for any direct or indirect technical or system issues or any consequences arising out of your access to or your use of the links provided.www.finra.orgwww.sipc.orgAddress: 710 N 64th St Waco, Texas 76710Phone Number: 254-772-2740email:palmer@morrisonfinancial.netwebsite: https://www.morrisonfinancial.net/

Grayson Palmer, Cfp®'s Current Company Details
LifeBridge Financial Group

Lifebridge Financial Group

View
Lead Advisor at LifeBridge Financial Group
houston, texas, united states
Website:
lifebridgefg.com
Employees:
5
Grayson Palmer, Cfp® Work Experience Details
  • Lifebridge Financial Group
    Lead Advisor
    Lifebridge Financial Group Jan 2021 - Present
  • Jim Morrison Financial
    Associate
    Jim Morrison Financial May 2019 - Nov 2023
    Waco, Texas Area
    I tell my clients I’ll help you figure out what your island is in 3 months, five years, ten years, etc., and we’re going to be in the boat together. Storms will roll in, the wind may die, but no matter what, it’s my job to help keep us point at that island. I do this by constructing a model suitable for clients, either after-tax or retirement accounts. I also help small business owners minimize their tax burden and help retain employees by creating competitive retirement plans and educating their employees, so it’s one less headache. I have worked with client’s attorneys and accountants in the past to help make sure everyone is on the same page. Feel free to call or email me to set up a time to meet!Phone Numbers: 254-772-2740Email: palmer@morrisonfinancial.net

Grayson Palmer, Cfp® Skills

Microsoft Excel Research Customer Service Management Event Planning Social Media Leadership

Grayson Palmer, Cfp® Education Details

Frequently Asked Questions about Grayson Palmer, Cfp®

What company does Grayson Palmer, Cfp® work for?

Grayson Palmer, Cfp® works for Lifebridge Financial Group

What is Grayson Palmer, Cfp®'s role at the current company?

Grayson Palmer, Cfp®'s current role is Lead Advisor at LifeBridge Financial Group.

What schools did Grayson Palmer, Cfp® attend?

Grayson Palmer, Cfp® attended Louisiana State University.

What are some of Grayson Palmer, Cfp®'s interests?

Grayson Palmer, Cfp® has interest in Investing, Flying, Reading, Digital Photography, Hunting, Fishing, Hiking/backpacking.

What skills is Grayson Palmer, Cfp® known for?

Grayson Palmer, Cfp® has skills like Microsoft Excel, Research, Customer Service, Management, Event Planning, Social Media, Leadership.

Who are Grayson Palmer, Cfp®'s colleagues?

Grayson Palmer, Cfp®'s colleagues are Fisher Underbrink.

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