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Joel L. Gray

Joel L. Gray

Private Wealth Advisor
Managing Partner


864-686-5425   /   Email   /   LinkedIn Profile


Joel Gray, Managing Partner, became a Wealth Management Advisor because he enjoys helping people, which he believes is attributed to his educational background.

To Joel, no client is the same and everyone has different goals, needs, and wants in regards to their finances. He loves being a part of his clients’ lives and planning for their future, together. Whether it’s the initial planning for someone early in their financial journey or someone who needs planning after a major life event, he finds great purpose in the process and his career.

Joel received his Bachelor of Arts in Journalism from University of South Carolina, and Secondary English from Clemson University. He holds a Master’s Degree in Administration from Walden University as well.

Joel is married to his wife, Lani. They have two children, Catherine and Lucy, and a Golden-Lab named Sunny. They’re hoping she will calm down once she turns two. Joel and Lani love to travel and go hiking as a family. He enjoys cooking, watching movies and sports, and has recently taken up pickle ball.

Joel is very involved in his community teaching and volunteering at his Church. He is also on the School Improvement Council at his daughter’s school and coaches youth basketball.

Education and Qualifications

EDUCATION:

University of South Carolina

LICENSE(S):

Series 7, Series 66, State of SC Insurance License

REGISTERED TO DO BUSINESS IN:

AL, AR, CA, CO, CT, DE, FL, GA, IA, IL, IN, KY, MD, MI, MO, MT, NC, NH, NJ, NM, NY, OH, OK, PA, SC, TN, TX, VA, VT, WA, WI, WV

Contact our private wealth advisors The time to start planning for your financial future is now! Talk to our team (864) 686-5355

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