Gray Daus
Managing Director - Investments, Financial Advisor at Wells Fargo Advisors
- Role
- Private Wealth Financial Advisor, Managing Director - Investments at Wells Fargo Advisors
- Location
- Charlotte, NC, US
- LinkedIn followers
- 500 followers
About Gray Daus
Helping Clients Build, Manage, Preserve, and Transition Wealth by - Listening and understanding our clients’ financial needs, goals and objectives- Developing strategies and solutions to assist them with the four cornerstones of wealth:• Investments •Cash Liability Management• Insurance •Estate Planning Strategies*- Providing independent, objective and unbiased advice in a cost-effective manner- Evaluating customized plans for each client and recommending adjustments to their plans given material changes in the markets or major changes in their lives and the lives of their family members. Please visit our website at for information about our practice and the services we provide to our clients. This information is intended for use by residents of AL, AZ, CA, CT, DC, DE, FL, GA, HI, IL, KY, MD, MI, MO, NC, NJ, NY, OH, OR, PA, SC, TN, TX, VA, and VT only.CA Insurance Producer License Number: 0K33102. Resident State: NCPlease contact me by e-mail g••••••••@wellsfargo.com or by phone 70••••••85. I cannot respond to messages through LinkedIn and Insurance Products are:* Not Insured by the FDIC or Any Federal Government Agency* Not a Deposit or Other Obligation of, or Guaranteed by, the Bank or Any Bank Affiliate* Subject to Investment Risks, Including Possible Loss of the Principal Amount InvestedWells Fargo Advisors is a trade name used by Wells Fargo Clearing Services, LLC, Member SIPC, a registered broker-dealer and non-bank affiliate of Wells Fargo & Company. Opinions and comments do not necessarily represent the views of our firm. Additional guidelines can be found on wfa.com/social
Experience
Private Wealth Financial Advisor, Managing Director - Investments
Mar 2010 — Present · Charlotte, NC, US
Education
Shippensburg University of Pennsylvania
B.S.B.A, Finance
1996 — 2000
The Wharton School
Certified Investment Mangement Analyst Program, CIMA®
2013 — 2013
The University of Chicago Booth School of Business
Certified Private Wealth Advisor, CPWA ®
2016 — 2016
Skills
- College Savings Plans
- Alternative Investments
- Wealth Preservation Planning
- Investments
- Retirement
- Retirement Planning
- Asset Allocation
- 401k Planning
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