About Greystone
At Greystone Wealth Advisors, our mission is encapsulated in our tagline: Wealth, Crafted with Precision. We work diligently to ensure that every financial plan is not only comprehensive but also adaptable to the evolving needs of our clients. Whether it's guiding accredited investors through complex investment landscapes or helping families find a tax-efficient retirement, our focus is on delivering results that matter. We are passionate about providing top-tier service to our clients, helping them navigate the complexities of retirement planning and tax strategy. Our approach is always centered around delivering personalized, high-impact strategies that pave the way for your ideal financial future. If you're looking for a partner in wealth management, we're here to help.
MEET YOUR GUIDE
Jay Alexander, AAMS® Wealth Manager
With over 17 years of experience in the financial services industry, Jay Alexander leads Greystone Wealth Advisors with a commitment to “Wealth, Crafted with Precision.”
As a wealth manager, Jay goes beyond traditional investment management. He focuses on retirement income planning, tax-efficient strategies, and personalized solutions designed to help clients achieve lasting financial confidence. Unlike a typical financial advisor who may focus primarily on investments, Jay integrates tax planning, risk management, and legacy strategies into a coordinated plan tailored to each client’s goals.
Independent and client-focused, Jay partners with leading firms such as AE Wealth Management to deliver robust, customized strategies.
In addition to serving clients one-on-one, Jay is passionate about financial education. He regularly hosts workshops on Social Security, tax strategy, and retirement income planning, helping families across the community make informed financial decisions.
Our Team
Patricia Geddings Virtual Assistant
Nicole Venerable Director of Client Service & Operations
Wayne Blackwell Client Service & Advisor Support Specialist
