Deneault & Greyard
Mobile Phone: (785) 614-1357
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 Advisory Services offered through Waddell & Reed, Inc., a Broker/Dealer, member FINRA/SIPC and Federally Registered Investment Advisor.
Deneault & Greyard is a team name used by advisors affiliated with Waddell & Reed for marketing purposes only. 08/18