Broker Check

Meet the Team

Harry Greyard, CFP®

LPL Financial Advisor



Harry joined Waddell & Reed in 1994. He earned his CFP® certification in 1999. He
is a member and past president of the Charlotte Chapter of the Financial Planning
Association. He has taught continuing-education classes in eight states for other CFP®

Harry received his bachelor’s degree in political science from Davidson College and his
master’s degree in wealth and trust management from Gardner-Webb University. He
has been a director of several non-profit organizations, including the Presbyterian
Samaritan Counseling Center and the Career and Personal Counseling Center. He is a
member of Avondale Presbyterian Church, where he has served as a ruling elder.

Nick and Harry bring more than 38 years of combined experience to their financial
planning clients. Throwing darts at financial goals seldom produces positive results.
Nick and Harry use holistic planning to help clients develop strategies. Both have earned

Nick holds Series 7 and 66 securities licenses. Harry holds Series 6, 7, 63, and 65 licenses.
Both Nick and Harry are also licensed to sell annuities, life, long-term care, and
disability insurance.


Security registrations are held through LPL Financial. 

Nicholas Deneault, CFP®

LPL Financial Advisor



Nick Deneault graduated from Kansas State University in May 2006. He
obtained his bachelor of science in business administration.

Nick started his career as a financial advisor with Edward Jones in 2006. He later
transitioned to Waddell & Reed in 2010 to continue his career and is currently a LPL Financial Advisor.
He earned the Certified Financial Planner™ mark in 2013. He is a member of
the Financial Planning Association.

For more than a decade, Nick has assisted individuals, families, and businesses with
a broad array of financial needs. He is able to research and recommend long-term
investment strategies and develop customized financial plans specifically tailored to
clients’ financial goals. Nick has a passion for building long-lasting, personalized client
relationships and takes a holistic view of each client’s financial situation.

During his free time, he loves spending time with his wife, Linh, and their two boys,
Christian and Josiah. He enjoys hiking, camping, and golfing.