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All Articles by Edward W. "Tad" Gray III

Edward W. "Tad" Gray III

About Edward W. "Tad" Gray III

Tad Gray, CFP®, CIMA® is a Relationship Manager of Financial Solutions Advisory group, an independent fee-only wealth management firm. People work with Tad are busy professionals whose primary financial concern is staying on track toward the promises they’ve made. They trust, that together, they'll make financial decisions that will ensure they keep these promises. Prior to becoming a financial planner, Tad enjoyed a 20 year career in investment banking and capital markets, providing him “Wall Street” knowledge of the financial markets. Tad earned an MBA from the Wharton School of the University of Pennsylvania. He received the Certified Financial Planner (CFP) designation from the CFP Board of Standards; and he is a member of the Financial Planning Association (FPA). Tad is also a CIMA® professional. Tad holds a degree in music from the University of Colorado, and continues to enjoy presenting chamber music concerts with his family.

A couple clinks cocktails on a beach, signifying successful retirement planning

Should I Stay or Should I Go? The Financial Planning Process Will Tell If You’re Ready to Exit

George and Gracie want to retire, but selling Gracie’s business may not provide enough income. Here’s what they learn during the financial planning process. 

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