Regina Gray

Advisor at Edward Jones

Updated today
Edward Jones logo

Firm

Edward Jones

Location

Adams, MA 01220

Credentials

Series 66

Industry experience

< 1 year

Expertise

College savings (529s, UTMA, etc.)

Occupation focus

Engineering Professional Doctor or Medical Professional

Demographic focus

Women Professionals

Work history

Edward Jones

2025 - Present (1 year)

Haley Ward, Inc.

2023 - 2025 (2 years)

Geosyntec Consultants, Inc.

2015 - 2023 (8 years)

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Robert C

Series 66

Pittsfield, MA

Edward Jones

Retirement plans for business owners (SEP, solo 401k) Business succession planning General estate planning guidance Military & Veterans

Jayson T

Series 66

Albany, NY

Merrill

Jayson Tanzman is a Senior Financial Advisor at Merrill Lynch Wealth Management. With a career spanning over 21 years, Jayson focuses on providing personalized financial analysis and planning to a diverse client base including families, retirees, corporate executives, entrepreneurs, and nonprofit organizations. His approach centers on understanding each client's unique needs to help them pursue and achieve their financial and life goals. Jayson holds the Chartered Retirement Planning Counselor (CRPC), Certified Plan Fiduciary Advisor (CPFA), Personal Investment Advisor (PIA), and Retirement Accredited Financial Advisor (RAFA) designations. He earned a bachelor's degree from the University of Hartford. His experience includes advising on multi-generational and philanthropic needs, which complements his involvement in the nonprofit sector. Jayson is a 25-year member of the Rotary Club of Pittsfield and a Paul Harris Fellow. He serves on the board of the Berkshire Humane Society and has previously served on boards of several local organizations. Residing in Pittsfield with his wife and two daughters, Jayson enjoys golfing and playing hockey. He maintains a commitment to community participation consistent with Merrill’s tradition of service.

General retirement planning Wealth management Charitable giving & philanthropy Multi-generational wealth transfer
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Stephen G

Series 65

Pittsfield, MA

Stephen P Galib CRPC

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Patrick H

Series 65

Pittsfield, MA

Hanley & Associates LLC

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Matthew S

Series 65

Williamstown, MA

MDS Wealth Advisors, LLC

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Francis H

Series 63, Series 65

Pittsfield, MA

Hanley & Associates LLC

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