Jerry R. Gray, CFP®
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. Jerry is a fiduciary in assisting his clients with pursuing their financial goals. He brings more than twenty years of financial services industry experience to the management and oversight of the growing practice and to serving the specialized needs of educators, athletics professionals, and investors nearing and in retirement. As a CERTIFIED FINANCIAL PLANNER™, Jerry places great emphasis on putting clients' needs first in the financial decision-making process. He and his professional team are dedicated to developing long-term client relationships by serving in a fiduciary capacity and working collaboratively with outside advisors, including attorneys and accountants, to coordinate the full range of their retirement, investment, estate and legacy planning needs.
Jerry credits his strong regard for community and personal relationships, and the values of trust, honesty, and integrity, to growing up in the small farming community of Decatur, Illinois. During college, he played and coached football at Southeast Missouri State University where he graduated with a degree in Mass Communications. In 1992, Jerry moved to Arizona where his parents had retired. He obtained his securities registrations the same year and began his financial planning career. He worked primarily with educators in Arizona until 2003 when he partnered with an elite group of top advisors at LPL Financial to offer his clients the benefits of independent and professional advice and guidance, and access to the vast resources of LPL Financial. In 2013, the firm’s name was changed to Graystone Partners Wealth Management to better reflect the firm’s legacy and values.
Jerry and his wife Keisa and their children live in Gilbert, Arizona. He enjoys spending time with his family and coaching youth football as a community volunteer.