Deneault & Greyard
Mobile Phone: 980-276-2578
I have been a professional in the financial services industry since 2006, and I advise clients throughout the Charlotte area on their ongoing financial affairs and goals. As a CERTIFIED FINANCIAL PLANNER™ practitioner, it is important for me to work with my clients to determine what they need to do to pursue their goals. I enjoy helping small business owners and individuals develop plans designed to get them on track with their retirement planning goals. If I can be of service to you, please let me know.
Securities and investment products and services offered through Waddell & Reed, Inc. (WRI), member FINRA/SIPC. Deneault & Greyard is a separate entity from WRI. 06/20