“I want to be an asset for people. To leave them better off than they were before I met them. In whatever capacity that brings.” -Rick Gray
Rick Gray strives to work with integrity and affect his clients’ lives in a meaningful and positive way. He specializes in serving pre- and post-retirees, as well as small business owners.
As an advisor, Rick always starts with a plan, and prepares for the long term while keeping his clients involved and aware of their assets. He strives to put client needs first by working with integrity and building long, productive relationships with them. His goal is to spread the knowledge of personal finance and investments while aiming to help clients reach their goals. The most fascinating part about working with his clients is getting to know them and learning about their lives, which allows him to tailor their client experience to their specific situation.
Rick resides in Dacula, Georgia, where he has lived for 20 years. Prior to becoming an advisor, he worked in banking, management, and professional baseball. Outside of the office, Rick enjoys playing golf, riding his mountain bike, fishing, and spending time with his wife and kids.
Niche: Pre-retirees, post-retirees, small business owners
Volunteer/Charity Work: Food Pantry Volunteer at Crosspointe Church
Most Recent Passport Stamp: Scotland
Education: Embry Riddle University
Interesting Fact: Started playing guitar in 2020 during the pandemic
Series 7 | General Securities Representative |
Series 63 | Uniform Securities Agent |
Series 66 | Uniform Investment Adviser |
Securities Registration States | FL, GA |
Insurance Registration States | GA |