Jennifer Grayson
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Advisor at Merrill
Data sourced from SEC public records (and other sources when available). Some details may be added by the advisor after claiming their profile. Refreshed daily • Updated today.
Jennifer Grayson is a Wealth Management Advisor at Merrill Lynch Wealth Management. She has over 25 years of financial experience, including roles at SunTrust Bank managing construction loan budgets and at State Farm assisting clients with insurance needs. Since joining Merrill Lynch in 2009, Jennifer has developed personalized financial strategies to help clients identify and prioritize their financial goals while seeking to strengthen their overall wealth.
Jennifer holds the CERTIFIED FINANCIAL PLANNER® certification awarded by the Certified Financial Planner Board of Standards, Inc., and the Certified Plan Fiduciary Advisor® (CPFA®) designation from the National Association of Plan Advisors (NAPA). She earned her Bachelor's degree in Business and Finance from Georgia Southern University.
A native of Savannah, Jennifer dedicates time to community involvement through support of the Savannah Junior League and Junior Achievement. She and her family attend Blessed Sacrament Church, where she volunteers regularly. Outside of work, Jennifer enjoys tennis, boating, photography, and spending time with her husband and two children.
Bank Of America, N.a.
2012 - Present (14 years)
Merrill Lynch, Pierce, Fenner And Smith Incorporated
2009 - Present (17 years)
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