David P. Gray, Jr. CFP<sup>&reg;</sup> - Financial Advisor

David P. Gray, Jr. CFP®

CEO

Capital Management, LLC

628 Green Valley Rd, Ste 204
Greensboro, NC 27408
FINANCIAL ADVISOR'S WEBSITE
(336) 856-2911

General

David Gray is a CERTIFIED FINANCIAL PLANNER™ professional and member of the Financial Planning Association. Serving clients at Capital Management, LLC in Greensboro, NC and the surrounding communities.

Financial Advisor Overview

Comprehensive financial planning and asset management.

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Financial Advisor Experience

Over 40 years experience working as a financial planner and wealth management specialist. Received Certified Financial Planner designation in 1980. Started Capital Management, LLC in 1980 as an independent Registered Investment Advisor

Financial Advisor Certifications

Securities Registrations or Exam Qualifications

7

Designations & Certifications

  • CERTIFIED FINANCIAL PLANNER™ (CFP®)

Insurance Licenses

  • Life insurance
  • Health/disability insurance
  • Fixed annuities
  • Variable annuities

Financial Advisor's Specialties

Budget & Debt Management, Comprehensive Financial Planning, 401(k)/403(b)/IRAs, Banking, Charitable & Planned Giving, Annuities, Asset Allocation, Estate Planning, Investment Management, Employee Benefits, Mutual Funds, Insurance, Life Planning, Retirement, Stocks & Bonds, Long-term Care, Succession Planning, Sudden Wealth, Women's Finances

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Helpful Financial Planning Resources