Janet Gray

Relationship Manager II

Janet Gray is a Relationship Manager at Vanguard Personal Investor, specializing in Ultra High Net Worth clients with assets exceeding $5 million. They guide clients in developing a comprehensive wealth management strategy through Vanguard’s tailored products and services. Previously, Janet held leadership positions in education finance at Academic Finance Corporation and Bank of America, and served as a Strategic Account Manager at Education Finance Partners. Their extensive experience is complemented by FINRA licenses in Series 7, 63, and 66, and proficiency in strategic sales and client relationship management.

Location

Charlotte, United States

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