Las Vegas, NV – The AmeriFlex Group®, headquartered in Las Vegas, NV, continues to expand its network of Transitional Wealth Planners with the addition of Brad Gray, AAMS®, CPFA®. Based in Tuscaloosa, Alabama, Brad joins The AmeriFlex Group® from Raymond James, bringing a decade of financial services experience and a practice focused on helping individuals, families, and business owners make informed decisions about their financial futures.
Brad takes a thoughtful, personalized approach to financial planning, with experience spanning retirement planning, investment management, tax-efficient investing, and employer-sponsored retirement plans. As an Accredited Asset Management Specialist℠ and Certified Plan Fiduciary Advisor®, he brings additional expertise in both individual wealth management and retirement plan guidance. A graduate of The University of Alabama, Brad has built his career around understanding each client’s priorities and developing strategies designed to support their goals through changing markets and stages of life.
Tom Goodson, President & CEO of The AmeriFlex Group®, commented, “Brad brings a strong combination of investment knowledge, retirement planning expertise, and a genuine commitment to understanding the needs of the people he serves. His thoughtful approach and focus on helping clients make well-informed financial decisions align closely with the values we share at AmeriFlex. We look forward to having Brad as part of the AmeriFlex community and supporting the continued growth and evolution of his practice.”
The AmeriFlex Group® is recognized as The Home for Hybrids® (www.HomeForHybrids.com) – BD/RIA Transitional Wealth Planners™ (financial advisors). We are dedicated to empowering financial advisors through shared resources, technology, and collaboration – with a commitment to fiduciary excellence and a planner-first philosophy.