David Gray, CFP®
Capital Management, LLC
Financial Advisor Located in Greensboro, NC and Serving the Entire Area
336-856-2911
• Financial Planning
• Retirement Planning
• Investment Management
• Wealth Management
• Insurance Planning
• Tax Planning
• Charitable Gifting
• Estate Planning
• Education Planning
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Offices
Capital Management, LLC
628 Green Valley Road
Suite 204
Greensboro NC 27408
David Gray is a Greensboro, NC financial advisor located in Greensboro and serving the entire area. Capital Management, LLC specializes in providing objective financial planning and investment management with the goal of helping clients grow and protect their assets through all of life's stages.
Title in the firm
CEO & Managing Partner

Biography
David Gray founded Capital Management, LLC in 1980 and has worked in the financial services industry for over 37 years. He has been actively involved in helping hundreds of individuals plan for their financial futures. David holds memberships with the Institute of Certified Financial Planners and the International Association for Financial Planning. David is a 1970 graduate of Guilford College. He received the CFP designation in 1980 and will soon complete his Master of Science in Personal Financial Planning.
 
Through his work at Capital Management, David has taught workshops and financial courses at various institutions in the area. He has also developed educational workshops on financial planning for corporate executives and management.  David’s book, The Great American Myth, will soon be released. David stresses that financial planning is an ongoing process, not a one-time set of circumstances. Understanding his clients' needs and integrating them with the complex planning techniques gives him the ability to work with clients in a clear and successful manner.
 
David resides with his wife, Ellen, in Greensboro, NC. They have one grown child, Stephanie and one granddaughter Sidney.

Capital Management, LLC is a Registered Investment Advisor with the Securities & Exchange Commission.

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