Harry R. Greyard

CFP®

Deneault & Greyard LLC5950 Fairview Road, Suite 250, 5950 Fairview Road, Suite 250, Charlotte, NC 28210-0093

Broker Affiliation: LPL Financial

My Approach

Financial planning isn't one-size-fits-all. I specialize in helping individuals and families navigate the complex financial crossroads of life, focusing heavily on these unique groups and the major moments that define their journeys.

Major Milestones I Specialize In

Funding Education, Retirement Planning

Our 7 Steps to Financial Planning

Certified Financial Planners have a proven blueprint for success—but your planner builds it entirely around you.

Summarized from the CFP® Board's Practice Standards. cfp.net

My Process

Harry has been a financial advisor since 1994 and earned his Certified Financial Planner(tm) designation in 1999. He was an instructor in the financial planning program at Queens University, authored continuing-education courses for advisors, and taught ethics to other CFP professionals. He graduated from Davidson College with a bachelor's degree in political science and from Gardner-Webb University with a master's degree in wealth and trust management. Harry completed certificate programs in digital assets and financial-aid considerations from the Financial Planning Association. In addition to working with individuals and families, he has extensive experience in designing and evaluating retirement plans for small businesses. He has served as a director or officer of the Presbyterian Samaritan Counseling Center, The Financial Planning Association of Charlotte, the Career and Personal Counseling Service of Charlotte, and the Charlotte World Trade Association. He is a member of Avondale Presbyterian Church, where he served as a ruling elder.

Disclosures

This material is provided for informational purposes only and does not constitute investment, tax, or legal advice. It is not a recommendation or solicitation to buy or sell any security, insurance product, or investment strategy. Past performance does not guarantee future results. All investing involves risk, including the possible loss of principal. Tax and legal matters are outside the scope of this engagement; consult your attorney, accountant, and other qualified professionals before making financial decisions. Additional information about this financial professional, including registration status and disciplinary history, is available through FINRA BrokerCheck and the SEC Investment Adviser Public Disclosure website.