LPL Financial Advisor
Harry joined Waddell & Reed in 1994. He earned his CERTIFIED FINANCIAL PLANNER™ certification in 1999. He is a member of the Financial Planning Association. He has taught in the financial planning certificate program at Queens University in Charlotte, and has taught continuing-education classes for other CFP® professionals.
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 served as a director or officer of the Presbyterian Samaritan Counseling Center, The Financial Planning Association of Charlotte, the Career and Personal Counseling Service of Charlotte, and the Charlotte World Trade Association. He is a member of Avondale Presbyterian Church, where he served as a ruling elder.
Nicholas has been a professional in the financial services industry since 2006. He worked for Edward Jones before joining Waddell & Reed in 2010. Nicholas received his bachelor's degree in Business Administration with an emphasis in financial services at Kansas State University. He also earned his CERTIFIED FINANCIAL PLANNER™ certification in 2013.
Nicholas advises clients throughout the Charlotte area with their ongoing financial goals. It is important for him to work with clients to determine what they need to do to pursue their goals. He enjoys helping small business owners and individuals develop plans designed to get them on track with their retirement planning goals.
Donovan built multiple e-commerce businesses in high school, which lead to his passion for personal finance at a young age. He began learning about the value of long-term, consistent investing in seeking to build wealth. After deciding he had enough of the cold Western New York winters, he decided to move somewhere warmer that had opportunities in the finance industry and a favorable environment to begin investing in real estate, which landed him in Charlotte.
While in college at the University of North Carolina at Charlotte, Donovan purchased his first rental property, which gave him additional insight into the real estate industry. This led Donovan to focus on serving real estate professionals, where he's merged his experience in finance, solo-business ownership, and real estate.Our Story:In 2018, Harry Greyard and Nicholas Deneault established Deneault & Greyard LLC. With the ever-changing economy, they believed they could better serve their clients by working as a team. In July 2021, LPL Financial acquired Waddell & Reed. Harry and Nick continue to independently serve clients through LPL Financial. In 2022, Harry and Nick hired Donovan to round out their team as they continue serving all generations of clients.The Deneault & Greyard team brings more than 45 years of combined experience to their financial planning clients. Both Harry and Nick have earned their CERTIFIED FINANCIAL PLANNER™ mark. The team understands the importance of their fiduciary duty of responsibility, which is why they focus on fee-based, advice-driven planning.Both Nick and Donovan hold Series 7 and 66 securities licenses with LPL Financial. Harry holds Series 6, 7, 63, and 65 licenses with LPL Financial. Harry and Nick are licensed to sell annuities, life, long-term care, and disability insurance.If Harry, Nicholas, or Donovan can be of service to you, please reach out to them for a free consultation using the button below.
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