Roy Gray Cfp®

Roy Gray Cfp® Email and Phone Number

We help clients plan and invest for the long term with a focus on avoiding big losses. ☞Message me to learn more!!! @ Southern Methodist University
Roy Gray Cfp®'s Location
Dallas, Texas, United States, United States
Roy Gray Cfp®'s Contact Details

Roy Gray Cfp® personal email

n/a

Roy Gray Cfp® phone numbers

About Roy Gray Cfp®

WHAT I DO IN ONE SENTENCE."I Can Help YOU make money in good markets, but more importantly, I can help YOU minimize losses.”Essentially...I allow you to focus on what is important to YOU, your family and your career.Instead of worrying if the next MAJOR stock market decline could cause you to lose LOTS of money...which, in turn, may DELAY your retirement or reduce your lifestyle goals... I want to help you gain more confidence knowing you're in the RIGHT hands. WHO DO I WORK WITH? - Employees with equity compensation plans, business owners, sales professionals, parents with kids graduating from college and retirees. I know what you are thinking.Well Roy, no one can consistently time the market? Or he must be selling annuities. I will not sell you an annuity and I agree that no one can consistently time all of the markets ups and downs. What I will show you is how I use the fundamental laws of supply and demand as well as economic data points to determine the probability that the economy is heading towards a recession. What we do is so different from our competitors, in particular the ones who try and completely exit the stock market when they get a sell signal. Not only is that strategy risky in terms of missing out on market rallies with no stock exposure, it can be very expensive when you sell everything all at once and have to pay that large tax bill.This is NOT a plea for MORE business. This is ME helping you gain COMPLETE control of your financial freedom and growth.==> HERE'S THE DISCLOSURE:If you don't have any investments, equity compensation plans OR if you will really enjoy losing 30% to 50% of your wealth in the next recession...I CAN'T HELP YOU. If you want to learn how I help my clients preserve their hard earned money... we should work together.SHOOT ME A MESSAGE and let's chat!

Roy Gray Cfp®'s Current Company Details
Southern Methodist University

Southern Methodist University

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We help clients plan and invest for the long term with a focus on avoiding big losses. ☞Message me to learn more!!!
Roy Gray Cfp® Work Experience Details
  • Raymond James Financial Services, Inc.
    Certified Financial Planner™
    Raymond James Financial Services, Inc. Oct 2006 - Present
    Dallas/Fort Worth Area
    Munn Gray & Associates, is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.For important disclosure information, please see… Show more Munn Gray & Associates, is not a registered broker/dealer, and is independent of Raymond James Financial Services. Securities are offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment Advisory Services are offered through Raymond James Financial Services Advisors, Inc. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info" section. Show less
  • Southern Methodist University
    Instructor - Certificate Program In Financial Planning
    Southern Methodist University 2008 - Present
    I teach the Certificate Program in Financial Planning (Risk Management) to financial advisers seeking to obtain the CERTIFIED FINANCIAL PLANNER™ designation.
  • Munn Gray & Associates
    Vice President
    Munn Gray & Associates Oct 2006 - Present
    Dallas/Fort Worth Area
    Munn Gray & Associates, Inc. is an independent practice. Securities are offered through Raymond James Financial Services Inc., Member FINRA/SIPC. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S.
  • Financial Planning Association
    Board Of Directors - Secretary
    Financial Planning Association Jan 2011 - Dec 2012
  • Tricorp
    Gm South County
    Tricorp 1996 - 2002
  • United States Navy
    Operations Specialist
    United States Navy May 1989 - May 1993

Roy Gray Cfp® Skills

Retirement Planning Estate Planning Investment Advisory Strategic Financial Planning Wealth Management Financial Advisory Finance Securities Strategic Planning Financial Analysis Investments

Roy Gray Cfp® Education Details

Frequently Asked Questions about Roy Gray Cfp®

What company does Roy Gray Cfp® work for?

Roy Gray Cfp® works for Southern Methodist University

What is Roy Gray Cfp®'s role at the current company?

Roy Gray Cfp®'s current role is We help clients plan and invest for the long term with a focus on avoiding big losses. ☞Message me to learn more!!!.

What is Roy Gray Cfp®'s email address?

Roy Gray Cfp®'s email address is re****@****ris.com

What is Roy Gray Cfp®'s direct phone number?

Roy Gray Cfp®'s direct phone number is +197269*****

What schools did Roy Gray Cfp® attend?

Roy Gray Cfp® attended Southern Methodist University, Kaplan University, Spartan School Of Aeronautics.

What skills is Roy Gray Cfp® known for?

Roy Gray Cfp® has skills like Retirement Planning, Estate Planning, Investment Advisory, Strategic Financial Planning, Wealth Management, Financial Advisory, Finance, Securities, Strategic Planning, Financial Analysis, Investments.

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