Senior Client Relationship Manager, Senior Vice-President

Lauri Gray

Experience

  • Merrill Lynch – 1993-2002
  • UBS – 2002-2020
  • FCS – 2020-Present

Education

  • Bachelor of Science, Business Administration – Avila University, 1994

About Lauri

Lauri has more than 30 years’ experience in the banking and brokerage industry. Lauri has served on many committees and councils during her brokerage career. She assists clients with day-to-day service inquiries and has a vast knowledge of banking operations, including securities backed lending. Lauri holds a series 7, 63 and 66 registrations. She held various PTA board positions from 2008-2020 and has worked side-by-side with Tom Freeman for over 30 years. Lauri is married to Jeff and they have two sons.

Connect With a Wealth Management Advisor

We are here to serve and to partner with you on your financial journey.

Start The Conversation