Grayson Rogers

Background

About Grayson Rogers

Grayson Rogers has been serving the financial needs of business owners, families, and individuals for more than 3 years. He strives to develop long-term relationships with his clients with the objective of understanding their goals and providing viable strategies for every element of the wealth management equation. As your financial advisor, Grayson takes a comprehensive approach to addressing your financial needs. After getting to know you and to fully understand your investment objectives and your tolerance for risk, Grayson works closely with you to develop a customized financial plan designed to pursue your long-term financial objectives. Raymond James’ extensive resources include specialists in financial planning, estate and tax planning, wealth accumulation, retirement planning, college funding and more. With the support of the experienced professionals at Raymond James, Grayson works diligently to help you develop both your personal financial plan and a detailed investment strategy. Grayson’s planning-based approach is designed to help you meet current financial needs while working toward future goals; mitigate tax liabilities and successfully address estate issues; get better control of discretionary expenses; and reach your long-term financial goals. Originally from Murphy, Texas, Grayson graduated Summa Cum Laude from The University of Texas at Tyler with a BBA in Finance. He earned the professional designation of Accredited Portfolio Management Advisor (APMA™) from the College for Financial Planning and is currently pursuing his designation as a CERTIFIED FINANCIAL PLANNER™ (CFP ®). Prior to joining Raymond James in 2023, Grayson worked for Ameriprise Financial for 3 years. Away from the office, Grayson enjoys playing soccer, travelling, and spending time with friends and family. Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.