As a financial advisor with LifeBridge, Grayson is personally invested in keeping clients on course. Even better, he promises to be in the boat with them. Storms will roll in. The wind may die. No matter what, it's his promise to continue to point clients in the right direction. Some ways he'll do this are by constructing models suitable for clients, either after-tax or retirement accounts, various estate strategies, and help to minimize any taxes paid or earned from investment accounts. Grayson also helps small business owners reduce their tax burden and help retain employees by creating competitive retirement plans and educating them, so it's one less headache. Grayson enjoys working with your attorney and accountant to help make sure everyone is on the same page.
Grayson is a Waco native, born and raised. He attended Louisiana State University, graduating in 2014 with a Bachelor of Science in Business. Before joining the legacy firm Jim Morrison Financial prior to the merger with LifeBridge, he worked at Kestra Financial, a broker-dealer.
In addition to his CFP designation, Grayson also holds his Series 7 & 63 licenses. Outside of the office, you’ll find Grayson, well…outside. Don’t forget to ask him what it was like at the summit of Mt. Kilimanjaro, or share your favorite hiking trail with him. He also enjoys volunteering at Cameron Park Zoo.