About Greystone
At Greystone Wealth Advisors, our mission is encapsulated in our tagline: Wealth, Crafted with Precision. We work diligently to ensure that every financial plan is not only comprehensive but also adaptable to the evolving needs of our clients. Whether it's guiding accredited investors through complex investment landscapes or helping families find a tax-efficient retirement, our focus is on delivering results that matter. We are passionate about providing top-tier service to our clients, helping them navigate the complexities of retirement planning and tax strategy. Our approach is always centered around delivering personalized, high-impact strategies that pave the way for your ideal financial future. If you're looking for a partner in wealth management, we're here to help.
MEET YOUR GUIDE
Jay Alexander President / CEO / Financial Advisor
With over 17 years of experience in the financial services industry, Jay Alexander leads Greystone Wealth Advisors with a commitment to "Wealth, Crafted with Precision."
As a financial advisor, JP focuses on retirement planning, tax-efficient strategies and creating personalized strategies that help clients achieve their financial goals. Independent and client-focused, he partners with top providers like AE Wealth Management to offer tailored plans.
JP is also passionate about financial education, regularly hosting workshops on Social Security, tax strategy and retirement income planning.
