300 North Main Street
Private Wealth AdvisorManaging Partner
864-686-5425 / Email / LinkedIn Profile
Joel Gray, Managing Partner, became a Wealth Management Advisor because he enjoys helping people, which he believes is attributed to his educational background.
To Joel, no client is the same and everyone has different goals, needs, and wants in regards to their finances. He loves being a part of his clients’ lives and planning for their future, together. Whether it’s the initial planning for someone early in their financial journey or someone who needs planning after a major life event, he finds great purpose in the process and his career.
Joel received his Bachelor of Arts in Journalism from University of South Carolina, and Secondary English from Clemson University. He holds a Master’s Degree in Administration from Walden University as well.
Joel is married to his wife, Lani. They have two children, Catherine and Lucy, and a Golden-Lab named Sunny. They’re hoping she will calm down once she turns two. Joel and Lani love to travel and go hiking as a family. He enjoys cooking, watching movies and sports, and has recently taken up pickle ball.
Joel is very involved in his community teaching and volunteering at his Church. He is also on the School Improvement Council at his daughter’s school and coaches youth basketball.
University of South Carolina
Series 7, Series 66, State of SC Insurance License
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