Working as a Certified Financial Planner, Grey believes that proper planning along with honest financial conversations are paramount to client success. Grey engages with clients to formulate priorities and create the necessary steps to realize their financial goals, both in the short and long term. With over 20 years of experience in the Financial Services industry, Grey partners with his clients to help them achieve their financial goals.
Grey began his career in Financial Services in California with Morgan Stanley Smith Barney. Upon relocating to Maine, Grey joined Merrill Lynch in Portland. He joined Hightower in 2010. He earned his Certified Financial Planner® (CFP®) designation from New York University.
Grey is a graduate of the University of Colorado, Boulder, and is an avid outdoor enthusiast. He currently resides in Cape Elizabeth with his wife, daughter and two dogs.
Fun Fact: Grey was a rafting and fishing guide in Colorado during summer breaks in college.