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Aspiring financial advisor with entry-level proficiency in analytics. My ambition is to help people achieve their financial goals by using strong communication skills and data-driven financial analysis. 

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● Time management for advisors by completing over 400 financial summaries, 150 financial plans, and 20 eMoney accounts for clients, boosting my organizational skills and ability to manage multiple clients needs effectively. 

● Constructed Morningstar research portfolios, and built hold sell recommendations (????????????), to help aid advisors in securing new (????????????), resulting in an additional 10 new clients resulting valuable resources for ???????????????? 

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I’m excited about opportunities and projects that allow me to use my skills Morningstar, eMoney, Fidelity and Schwab platform. 

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● For the past five years, I have been a triathlete, a sport that has brought me immense enjoyment and the opportunity to travel across the country to compete. While I have not yet achieved the honor of becoming an Ironman, it remains a goal I am striving toward. 

I’m driven to apply the knowledge gained in college. Do you relate to me, or want to know more about my background? I’d love to connect with you on Linkedin! You can also reach me at Grayson.Johnson0531@gmail.com.