Financial Advisor/President Graystone Financial
CurrentFor full disclosures please see my website at graystone-financial.com. Third party comments many not be representative of all client experiences.
Nov 2023 - Present
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Tj Rivera Email & Phone Number
Financial Advisor/President at Graystone Financial
at
Graystone Financial
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✓ Verified Jun 2026
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Profile completeness 86%
Current company
Role
Financial Advisor/President at Graystone Financial
Location
Albuquerque, New Mexico, United States
Who is Tj Rivera? Overview
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Tj Rivera is listed as Financial Advisor/President at Graystone Financial at Graystone Financial, based in Albuquerque, New Mexico, United States. AeroLeads shows a matched LinkedIn profile for Tj Rivera.
Tj Rivera previously worked as Financial Advisor/President Graystone Financial at Graystone Financial and Managing Partner/Financial Advisor at Stonemark Investment Group. Tj Rivera holds Bachelor Of Business Administration - Bba, Banking And Finance from Northwood University.
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Email format at Graystone Financial
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Graystone Financial
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Profile bio
About Tj Rivera
As Financial Advisor | President at Graystone Financial, I offer customized services to fit the financial needs of each client. Graystone is a full-service, comprehensive financial and wealth management firm with a focus on helping clients realize their dreams. I understand that working with a large financial group can be intimidating, so I take a personalized approach and work together with you to navigate your financial strategy. It is vital that I work with you not only to identify your current financial situation, but to anticipate what the future may bring. I have a fundamental understanding that planning for the future is all in the details. At Graystone Financial, we are committed to providing you with the very best in financial planning and exemplary customer service.For full disclosures, please visit our website at graystone-financial.com.
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Tj Rivera's current company
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5 roles
Tj Rivera work experience
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Managing Partner/Financial Advisor
Stonemark Investment Group
Nov 2019 - Nov 2023
Financial Advisor
Served as Financial Advisor helping oversee over $120 million in investable assets working with individuals to meet short- and long-term financial goals. Possessing strong command of investment, security, estate, and tax planning to meet client needs through comprehensive achievable plans. Analyze financial information relevant to achieve client goal.
Jan 2016 - Sep 2019
Vice President, Branch Manager
Primary oversight for retail branch with staff of 7. Manage branch production including commercial and consumer loans and deposits, branch audits, asset and relationship management, and partner referrals. Serve as human resource manager, hiring, recruiting, coaching, and mentoring staff. Serve as primary loan officer in the branch. Oversee branch.
Oct 2017 - Mar 2018
Senior Vice President, Retail Administrator
Primary oversight for entire retail operations for 7 facilities with staff to include senior management, supervisors and full-time staff of 18 to encompass both Memphis and Middle TN markets. Managed accounts payable, customer service, commercial deposits, retail conversions, branch audits, and funds management. Served as human resource manager, hiring.
Dec 2006 - Dec 2015
2 education records
Tj Rivera education
Bachelor Of Business Administration - Bba, Banking And Finance
Associate'S Degree, Banking And Finance Accounting
FAQ
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What company does Tj Rivera work for?
Tj Rivera works for Graystone Financial.
What is Tj Rivera's role at Graystone Financial?
Tj Rivera is listed as Financial Advisor/President at Graystone Financial at Graystone Financial.
Where is Tj Rivera based?
Tj Rivera is based in Albuquerque, New Mexico, United States while working with Graystone Financial.
What companies has Tj Rivera worked for?
Tj Rivera has worked for Graystone Financial, Stonemark Investment Group, Raymond James, Bank Of The West, and Landmark Community Bank (Memphis, Tn).
How can I contact Tj Rivera?
You can use AeroLeads to view verified contact signals for Tj Rivera at Graystone Financial, including work email, phone, and LinkedIn data when available.
What schools did Tj Rivera attend?
Tj Rivera holds Bachelor Of Business Administration - Bba, Banking And Finance from Northwood University.
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