1095 West Rio Salado Parkway,
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, CFP®
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...
Chief Compliance Officer
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...
Client Service Associate
Jarrett recently moved back from Utah where he played college basketball at Westminster College in Salt Lake City. He is planning on attending Arizona State University and studying a degree in Business Communications. Jarrett joined...
Client Service Manager
Tasha joined Graystone Partners as a Client Service Associate in February of 2020. After working as a part of branch management team in the Retail Banking field for over 3 years she is planning on using her knowledge and customer...