Who We Are
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 (with KMS Financial) 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 licensed (with KMS Financial) and insurance licensed as well. Cleo is series 7 and 66 licensed (with KMS Financial).
We are dedicated to developing lasting relationships with our clients. They believe in helping you assess your financial goals and participate in the management of your finances. One of the benefits of working with the Greystone team is their ability to provide explanations of financial products and services in a way that is clear and easy to understand. The personalized program that they can provide is a road map to working toward a more secure financial future.
We look forward to using our expertise to help you pursue your financial goals.