Xaviar Gray Email & Phone Number

Saint Petersburg, Fl, Us

St Petersburg, Florida, United States

A technology-based behavioral finance company that builds financial education & digital tools that empower young professionals to build their first $250,000.

Orlando, Florida Area

"Effectively lead my clients towards financial success considering the modern challenges they face." Today we are in a society where most households live on two incomes because one is not enough. We have 100 items pulling us in every direction and too much information at our disposal. Furthermore, most households are in debt or are simply one or two impactful events away from financial ruin.I have always had a passion for finance, sports, and technology. Moreover, in every role or task that I have filled I enjoy being the decisive and consistent voice that makes every one around me better. With that being said I believe that coaching runs in my veins. My objective with each prospective client that I sit down with is to become their Financial Coach. As their Financial Coach, I want to build a relationship to better understand who or what is important to them and how we can effectively help them achieve their financial goals.Furthermore, I promise to add value in two areas:1. Skill Building – just as a coach would train their players to improve in their skills so they perform better on the court/field. I strive to educate my clients so that they are well versed in the products, opportunities, and strategies that are available to assist them in achieving their financial goals. 2. Accountability – upon determining their goals and creating a plan I will hold them accountable on a systematic basis to be sure that they are making progress towards their goals. We will meet quarterly, semi-annually or annually and discuss what’s changed and how that impacts their plan. Retirement Planning | Financial Planning | Education Planning | Business Planning

Orlando, Florida Area

Collectively, my team and I bring more than 40 years of experience to the table; this allows us to handle every financial situation. We specialize in creating a holistic financial plan, taking into consideration tax efficiency, asset performance and diversification. Each of my team members brings dedicated specialties in investment operations, financial planning and insurance services.Our recommendations are based on a Personal Planning Analysis (PPA) that serves as a road map for our clients. We use the PPA to work through a planning dialogue and process that is tailored specifically to each of our client’s needs.We do not just work with our clients for today; we partner with our clients for their future.Northwestern Mutual’s mission is to develop enduring relationships with clients by providing expert guidance for a lifetime of financial security. My team and I live out these values in all of our conversations with potential and current clients.

Tampa/St. Petersburg, Florida Area

At the Unite Basketball Academy Foundation we desire to strengthen our community by helping mold the lives of local youth through the game of basketball. We host the UBA Pro-Am Summer League to give amateur players an opportunity to compete against pros and to provide entertainment for spectators. We also aim to provide a forum for professional and amateur athletes to give back to the community through coaching, training and mentoring local youth. For the 2017 season UBA has partnered with Wimbledon Health Partners - a leader in raising awareness for heart related diseases and conditions. Wimbledon provides cardiovascular testing to quickly diagnose, minimize or cure heart conditions before they perpetuate. As a part of the #UBACares campaign we will be raising money to fund and support student athletes who suffer from heart conditions.

Gulfport

Assist prospective and current clients in their banking needs by educating, advising and managing them on healthy financial decisions.

Tampa/St. Petersburg, Florida Area

Help people attain financial security for their families and their businesses by matching their needs with world-class insurance services and internationally recognized investment products.