Grayson Boyd

About Grayson Boyd

I’m a Group Controller at WealthPoint, LLC in Phoenix, where I support the firm’s advisory teams by delivering precise financial reporting, analytical insight, and a clear understanding of the planning dynamics that drive client outcomes.I first joined WealthPoint as a Summer Intern and later as a Solutions Analyst, where I focused on policy/client service, financial modeling, and case design. Those roles gave me deep exposure to complex planning needs and the analytical side of serving sophisticated families and business owners—experience that continues to inform how I approach accuracy, clarity, and strategy in my current work.I graduated from the Georgia Institute of Technology with a B.S. in Business Administration (Finance concentration) and am building my career around advanced financial planning, analytical decision-making, and supporting high-impact advisory work.

Experience

1. Group Controller

   Wealthpoint, Llc

   Nov 2025 — Present · Phoenix, AZ, US

   Supporting WealthPoint’s advisory and leadership teams through accurate financial reporting and strategic operational oversight. Responsibilities include preparing financial statements and expense reports, managing budgeting and forecasting, calculating commissions and renewals, and processing payroll across the firm. Additional duties span accounts receivable/payable, cash flow management, internal controls, HR and IT support, and developing processes that strengthen clarity, efficiency, and overall planning effectiveness.

Education

• Georgia Institute of Technology

  Bachelor of Science in Business Administration, Finance Concentration

• Dalton State College

  Associate of Science in Business Administration