CERTIFIED FINANCIAL PLANNER®
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 Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, Certified Financial Planner®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
