Lauri Gray

Senior Client Relationship Manager

About

Lauri has more than 27 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 has held various PTA board positions since 2008, and has worked side-by-side with Tom Freeman for 27 years. Lauri is married to Jeff and they have two sons.

Experience

Merrill Lynch – 1993-2002

UBS – 2002-2020

FCS – 2020-Present

Education

Bachelor of Science, Business Administration – Avila University, 1994

FCS