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.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, and in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.