GEM Personnel

The Right People for the Job The people of Gray Equity Management, LLC combine deep financial knowledge and experience with the compassion and vision necessary to create a successful plan for your financial future. They exemplify the marriage of accounting and tax expertise with financial planning skills that makes Gray Equity Management, LLC unique. Daniel C. Romano, CPA, PFS James E. Branch, III, CFP, ChFC Lori A. Amado Paul J. Gerry, Jr., CPA, PFS Dan, Jim, Lori and Paul are ready to help you build a secure and rewarding financial future. Call us today at (781) 407-0300 or email dromano@grayequitymanagement.com to discuss how we can help you keep the promises you have made. Securities offered through 1st Global Capital Corp., Member FINRA, SIPC. Investment advisory services offered through Gray Equity Management, LLC. Gray Equity Management, LLC and 1st Global Capital Corp. are unaffiliated entities. We currently have individuals licensed to offer securities in the states of CA, CO, CT, FL, GA, IL, IN, KS, KY, ME, MD, MA, NH, NJ, NY, NC, OH, OR, PA, RI, TN, TX, VA, VT, WI and WY. This is not an offer to sell securities in any other state or jurisdiction.