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Jennifer Grayson, CFP®, CPFA™

Jennifer Grayson, CFP®, CPFA™

Wealth Management Advisor, First Vice President

Followers of Jennifer Grayson, CFP®, CPFA™366 followers
location of Jennifer Grayson, CFP®, CPFA™Savannah, Georgia, United States

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  • Timeline

  • About me

    First Vice President, Wealth Management Advisor

  • Education

    • Georgia Southern University

      1997 - 2002
      Bachelor's Degree

  • Experience

    • Merrill Lynch Wealth Management

      Nov 2009 - now
      Wealth Management Advisor, First Vice President

  • Licenses & Certifications

    • Certified Financial Planner

      CFP Board of Standards
      Apr 2017

    • Retirement Accredited Financial Advisor

      Merrill Lynch Internal
      Sept 2017

    • Personal Investment Advisor

      Merrill Lynch Internal
      Jul 2014

    • Certified Plan Fiduciary Advisor

      NAPA National Association of Plan Advisors
      Jun 2018