Broker Check

Meet the Team

Harry Greyard, CFP®

LPL Financial Advisor

980-938-7373

980-613-8212

harry@dgplanners.pro

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.

In 2018 Harry Greyard and Nicholas Deneault established Deneault & Greyard LLC. They wanted to continue to bring comprehensive financial planning to their clients. With the ever changing economy, they beleive that two heads are better than one. In July 2021 LPL Financial acquired Waddell & Reed. Harry and Nicholas continue to independently serve clients through LPL Financial.

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.

Nick and Harry bring more than 45 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
their CERTIFIED FINANCIAL PLANNER™ mark.


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

980-938-7371

980-613-8212

nick@dgplanners.pro

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.
If Harry or Nicholas can be of service to you, please reach out to them for a free,
no obligation, consultation.

 

If Harry or Nicholas can be of service to you, please reach out to them for a free,
no obligation, consultation.