Grey Rhodes Advisors, LLC

Ricky Rhodes is a CFP® and Series 66-licensed financial advisor with 18 years of industry experience. He is currently with Grey Rhodes Advisors, LLC, where he has worked since 2020, and is also the owner and CPA of Rhodes to Wealth, Inc., providing financial planning and accounting assistance primarily to litigants in divorce proceedings. Rhodes previously worked at Raymond James Financial Services Advisors, Inc. from 2010 to 2021. Grey Rhodes Advisors serves individual clients, including high-net-worth individuals, and pension and retirement plan fiduciaries. The firm offers portfolio management, financial planning, and pension consulting, employing an investment approach that combines independent research, fundamental analysis, and technical factors, with both discretionary and non-discretionary account management.

Steven Grey is a financial advisor at Grey Rhodes Advisors, LLC with 5 years of industry experience. He holds Series 63 and Series 65 licenses and has founded and managed investment entities including Grey Investment Management, LLC and Grey Value Management, LLC. Grey is involved in managing the Grey Value Opportunity Fund through these firms. Grey Rhodes Advisors serves individual clients, including high-net-worth individuals, as well as pension and retirement plan fiduciaries. The firm offers portfolio management, financial planning, and pension consulting, employing a long-term investment approach based on independent research and fundamental analysis, with discretionary and non-discretionary account management.