Grey Pearson graduated from Christopher Newport University with a bachelor’s degree in Finance. As a licensed Series 7 representative, he supports clients with investment transactions, tax preparation, financial planning, account servicing, and general administrative needs.
Grey also assists with preparing financial documents, conducting research, processing paperwork, maintaining records, and supporting the firm’s daily operations. He works closely with clients and representatives to help ensure requests are handled accurately and efficiently.
He values building long-term client relationships and providing dependable, personalized support to help clients stay organized and focused on their financial goals.