Greystone has been working with individuals and businesses in the area for over 20 years. Bill and John focus on portfolio structure, market trends and education while Cleo directs her time to organization and service. Bill is series 6, 7, 63, and 65 securities licensed as well as 24 principal licensed and insurance licensed. He is also a registered Chartered Retirement Plan Specialist (CRPS). John is series 7 and 66 securities licensed as well as insurance licensed. Cleo is series 7 and 66 securities licensed.
We are dedicated to developing lasting relationships with all our clients. We believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with Greystone is our ability to provide explanations of financial products and services in a way that is clear and easy to understand.