Grayson Heard Holly has over twenty five years of experience as a financial advisor and is recipient of the CERTIFIED FINANCIAL PLANNER™ (CFP^®) certification. He is a graduate of Curry College Milton, Massachusetts with a bachelor’s degree in Economics.

Grayson provides wealth management services that help his clients manage risk, save for college, plan for the future and retire comfortably. He has a very experienced staff that focus on clients who want the strengths of a financially sound firm and that are in need of individual attention, advice and service. Besides Grayson’s expertise in financial planning, he also possesses a keen knowledge of fixed income trading (taxable & tax exempt) and specializes in both Exchange Traded Funds (ETF’s) & Closed End Funds (CEF’s).

Grayson is originally a native of Boston but now lives in Vero Beach with his wife Christine. He enjoys golfing, skiing and exploring the Caribbean.