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The Gray Group
at Morgan Stanley Smith Barney
Financial Advisors
1911 Frank Scott Parkway
Suite 1
Shiloh, IL 62269
tel: 618-628-0022
toll free: 800-224-1502
fax: 618-628-2248
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Group Details
Linwood N. Gray (Woody)
Linwood N. Gray (Woody)
Vice President - Wealth Management
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
tel: 618-628-0022
toll free: 800-224-1502
fax: 618-628-2248
woody.gray@smithbarney.com
Professional Details
  • Business Experience:
    2005 - present: Morgan Stanley Smith Barney*
    Financial Advisor
    Shiloh, IL
    2001 - 2005: Edward Jones
    Investment Representative
    O'Fallon, IL
    1975 - 2001: United States Air Force
    Retired Lieutenant Colonel
    Scott Air Force Base, IL
  • MA - Executive Development, 1988
    Ball State University
    Muncie, IN
  • BS - Business Administration and Economics, 1981
    Rollins College
    Winter Park, FL
  • Senior Investment Management Specialist Designation, 2008
  • Financial Planning Specialist Designation, 2006
  • Certificate in Financial Planning, 2004
    Florida State University
    Tallahassee, FL
  • ACCREDITED ASSET MANAGEMENT SPECIALISTSM, 2003
    College for Financial Planning
    Denver, CO
  • Series 7, 9. 10, 31, 63, 65, Life, Health, Annuity & Long Term Care Protection Insurance Licensed
  • Associations:
    Mascoutah City Council - Member
    Cardinal Glennon Gift Planning Committee - Member
    O'Fallon Chamber of Commerce - Member
    Mascoutah Evening Lions - Member
    Air Force Association - Life Member
    Airlift Tanker Association - Member
    Military Officers Association - Life Member
    American Legion - Member
Linwood N. Gray (Woody) is licensed in the following state(s): AK, AL, AR, CA, CO, FL, GA, HI, IL, IN, KY, MA, MD, MI, MO, NE, NJ, NV, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI, WV
Roy E. Gray
Roy E. Gray, CFP®
Second Vice President - Wealth Management
Financial Planning Specialist
Guided Portfolio Manager
Financial Advisor
tel: 618-628-0022
toll free: 800-224-1502
fax: 618-628-2248
roy.gray@smithbarney.com
Professional Details
  • Business Experience:
    2005 - present: Morgan Stanley Smith Barney*
    Financial Advisor
    Shiloh, IL
    2006 - Present: Southwestern Illinois College
    Adjunct Faculty
    Belleville, IL
    1995 - 2005: Edward Jones
    Investment Representative
    Mascoutah, IL
    1994 - 1995: Prudential Insurance
    Agent
    Belleville, IL
  • 1987 - 1994: Financial Planning Services Europe
    Financial Planning Specialist
    Augsburg, West Germany
    1978 - 1987: United States Army
    Army Intelligence Analyst / Linguist
    Fluent in German and Czechoslovakian
  • MS - Financial Planning, 2006
    College for Financial Planning
    Denver, CO
  • BS - Management Studies, 1987
    University of Maryland
    Augsburg, West Germany
  • Chartered Life Underwriter, 2008
  • Chartered Financial Consultant, 2008
  • Financial Planning Specialist Designation, 2006
  • CERTIFIED FINANCIAL PLANNER™
  • ACCREDITED ASSET MANAGEMENT SPECIALISTSM, 2001
    College for Financial Planning
    Denver, CO
  • Series 7, 31, 63, 65, Life, Health, Annuity & Long Term Care Protection Insurance Licensed
  • Associations:
    Shiloh Chamber of Commerce - President 2007-2008
    Mascoutah Noon Lions - Member
  • National Association of Active and Retired Federal Employees (NAFRE) - President
Roy E. Gray, CFP® is licensed in the following state(s): AK, AL, AR, CA, CO, FL, GA, HI, IL, IN, KY, MA, MD, MI, MO, NE, NJ, NY, OH, OK, OR, PA, SC, SD, TX, VA, WA, WI, WV
Sue Biggs
Registered Client Service Associate
tel: 618-628-0022
fax: 618-628-0033
sue.biggs@smithbarney.com
Professional Details
  • Series 7, 63, and Insurance Licensed
This information, products and services described here are intended only for individuals residing in states where this Financial Advisor is properly registered as described in this site.
*Includes years at Smith Barney, affiliates and predecessor firms.
Morgan Stanley Smith Barney LLC and its affiliates do not provide tax or legal advice. To the extent that this material or any attachment concerns tax matters, it is not intended to be used and cannot be used by a taxpayer for the purpose of avoiding penalties that may be imposed by law.   Any such taxpayer should seek advice based on the taxpayer's particular circumstances from an independent tax advisor.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP (with flame logo)® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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