Munn Gray & Associates Employee Directory

Financial ServicesTexas, United States2-10 Employees

Based in Dallas, Munn Gray & Associates is a financial planning and investment management firm focused on retirement planning. The firm emphasizes guiding clients through the transition from accumulation to distribution as they approach retirement, recognizing the significant shift in managing financial affairs. The team brings more than 75 years of collective experience across planning, investments, insurance, and retirement programs, enabling tailored guidance for individuals. The goal is to help clients realize the retirement they have envisioned.

Operating as a small advisory practice, the firm positions itself within the financial services industry by offering independent guidance and coordinating with Raymond James Financial Services for securities and advisory services. It is described as independent of Raymond James Financial Services, while securities are offered through Raymond James Financial Services, Inc., and investment advisory services are provided through Raymond James Financial Services Advisors, Inc. The firm serves individuals planning for retirement as its primary client base, helping them address retirement planning, investment management, and related risk management needs. The office is located in Dallas, Texas.

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