Graystone Partners Wealth Management, LLC

Jakeb Bowyer is a financial advisor at Graystone Partners Wealth Management, LLC with Series 66 registration and one year of industry experience. Prior to his current role, he worked at Select Medical Corporation for nine years and Banner Health for five years. Graystone Partners Wealth Management is an SEC-registered adviser serving individuals, trusts, foundations, and employer-sponsored retirement plans. The firm manages approximately $297 million in discretionary assets and uses a Modern Portfolio Theory framework with discretionary portfolio management through mutual funds, ETFs, individual equities, and third-party model programs offered via LPL Financial.

Robert Dyer is a financial advisor with Graystone Partners Wealth Management, LLC in Arvada, CO. He holds Series 63 and Series 66 licenses and has 24 years of industry experience. Prior to joining Graystone Partners in 2025, he worked at LPL Financial for over 19 years. Graystone Partners Wealth Management, LLC is an SEC-registered adviser serving individuals, trusts, foundations, and employer-sponsored retirement plans. The firm manages approximately $297 million in discretionary assets and uses a Modern Portfolio Theory approach with discretionary portfolio management across mutual funds, ETFs, individual equities, and third-party model programs.

Jerry Gray is a CFP® professional with 33 years of experience in the financial services industry. He is a principal at Graystone Partners Wealth Management, LLC, where he has worked since 2020, and has been affiliated with LPL Financial since 2003. Graystone Partners Wealth Management, LLC is an SEC-registered adviser serving individuals, trusts, foundations, and employer-sponsored retirement plans. The firm manages approximately $297 million in discretionary assets and employs a Modern Portfolio Theory framework with discretionary portfolio management, utilizing mutual funds, ETFs, individual equities, and third-party model programs through LPL Financial.