Grady Boles has been working with individuals and businesses for over 35 years, continuously since 1985.
Grady's professional credentials include the Certified Financial Planner designation, CFP, and a law degree, Juris Doctorate (J.D.). He holds the Registered Principal securities license and is affiliated with LPL Financial to offer a variety of investment and insurance products.
Grady's existing client base reflects his commitment to developing lasting relationships. He believes in helping you assess your financial goals and participates in the management of your finances.
One of the benefits of working with Grady is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.
"I'm looking forward to exploring how my knowledge and experience can help you in pursuing your financial and life goals." - Grady