Grayson joined HB Wealth in March 2026 as a Client Service Associate. She works with the Charlotte team to assist with money movement, account paperwork, and meeting preparation.
Before joining HB Wealth, she spent 2 ½ years at Financial Independence Group. In this role, she serviced annuity and life insurance policies while acting as the first point of contact for advisor needs.
Grayson has a Bachelors of Arts in Public Relations and Applied Communication from the University of South Carolina.
In her spare time, Grayson likes to take Pilates classes and try out new restaurants in the Charlotte area with friends.







