We believe our teamwork approach adds a broader perspective to all we do and provides increased benefits to our clients.
Our experienced professionals have helped many people just like you with similar issues and concerns. We specialize in creating a customized approach that is designed to address your individual situation.
Founder & CEO
Jerry Gray is the Founder and CEO of Graystone Partners Wealth Management, a Tempe, Arizona-based independent investment and wealth management firm founded in 2003.
Managing Partner, Wealth Advisor
Janette has over ten years of experience in a variety of roles within financial services. Prior to her role at Graystone Partners, she held positions at Arizona Bank & Trust, JPMorgan Chase and Wells Fargo Bank, N.A. She holds her...
Tracy oversees the daily operations of the office while assisting the advisors and clients. Tracy has a diverse set of tasks, primarily focusing on compliance management, controlling office operations and procedures, and coordinates...
LPL Registered Principal
For over a quarter of a century, I have based my practice on the guiding principles of trust, objectivity and success. Exploration of ...
Client Service Associate
Darcy has over 10 years of experience in customer service. Prior to her job at Graystone Partners she was a Lead Teller Operations Specialist at JPMorgan Chase Bank where she gained leadership experience and her foundation to financial...