Grayson

T: 772.231.7000

F: 772.231.7098

TF: 800.445.4767

582 Beachland Blvd Ste 200 Vero Beach, FL 32963-1757
Grayson H. Holly, CFP® Associate Vice President, Investments Certified Financial Planner™
Grayson Heard Holly has over 25 years of experience as a financial advisor and has earned the CERTIFIED FINANCIAL PLANNER™ certification. He is a graduate of Curry College in 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 focuses 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 and Closed End Funds.

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.

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