Associate with Jim Morrison Financial Services
Grayson is a Waco native, born and raised. He attended Louisiana State University, graduating in 2014 with a Bachelor of Science in Business. Before joining Jim Morrison Financial, he worked at Kestra Financial, a broker-dealer.
Grayson tells his clients he'll help them figure out their island in 3 months, five years, ten years, etc. We're going to be in the boat together. Storms will roll in, and the wind may die, but no matter what, it's his job to help keep us pointed at that island. Some ways he'll do this are by constructing models suitable for clients, either after-tax or retirement accounts, various estate strategies, and help to minimize any taxes paid or earned from investment accounts. Grayson also helps small business owners reduce their tax burden and help retain employees by creating competitive retirement plans and educating them, so it's one less headache. Grayson enjoys working with your attorney and accountant to help make sure everyone is on the same page.
Grayson achieved his CFP® designation in August 2019. He also holds his Series 7 & 63 licenses.
When Grayson is not at the office, you can find him around town with his dog, enjoying Waco's outdoor activities and various local restaurants.
Grayson offers securities through Kestra Investment Services, LLC, and investment advisory services through Kestra Advisory Services, LLC.