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Financial Advisors
1911 Frank Scott Parkway, East
Suite 1
Shiloh, IL 62269
Suite 1
Shiloh, IL 62269
tel: 618-628-2272
toll free: 800-556-5606
fax: 618-628-2248
toll free: 800-556-5606
fax: 618-628-2248
Group Details
Linwood N. Gray (Woody)
Vice President - Wealth Management
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
Senior Investment Management Specialist /
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
tel: 618-628-2272
toll free: 800-556-5606
fax: 618-628-2248
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 Specialist, 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, CFP®
Second Vice President - Wealth Management
Financial Planning Specialist
Guided Portfolio Manager
Financial Advisor
Financial Planning Specialist
Guided Portfolio Manager
Financial Advisor
tel: 618-628-0022
toll free: 800-556-5606
fax: 618-628-2248
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 Specialist, 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
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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