Roy Gray Location
Illinois, United States
Roy Gray Work
- 2005 - now Financial Advisor @ Morgan Stanley
- 1995 - 2005 Investment Representative @ Edward D. Jones & Company
- 1994 - 2005 Agent @ Clifford Wealth Management Limited
- 1979 - 1987 Intelligence Analyst @ US Army
Roy Gray Education
- The American College of Financial Services
CLU, CHFC (Chartered Life Underwriter, and Charted Financial Consultant)
2007 - 2008 - College for Financial Planning
CFP (Certified Financial Planner)
2004 - 2005 - College for Financial Planning
M.S. (Financial Planning)
2003 - 2005
- College for Financial Planning
AAMS (Accredited Asset Management Specialist)
2002 - 2002 - University of Maryland Global Campus
B.S. (Management Studies)
1983 - 1987
Roy Gray Skills
- Microsoft Excel
- Finance
- Project Management
- Business Analysis
- Financial Analysis
- Portfolio Management
Roy Gray Summary
Roy Gray, based in Illinois, United States, is currently a Financial Advisor at Smith Barney. Roy Gray brings experience from previous roles at Edward D. Jones & Company, The Prudential Assurance Co. Ltd. and US Army. Roy Gray holds a 2007 - 2008 CLU, CHFC in Chartered Life Underwriter, and Charted Financial Consultant @ The American College of Financial Services. With a robust skill set that includes Microsoft Excel, Finance, Project Management, Business Analysis, Financial Analysis and more.
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