picture of Chuck Gray

Chuck G. Gray, CFP®

Partner, Wealth Advisor

404 573 4852
404 573 4853

My NET WORTHWHILE is committing world-class resources to helping clients do more with their wealth.

Chuck leverages his 30+ years of experience in economic strategy and portfolio design to help high-net-worth families have more time to focus on what matters most.

Chuck has advised some of the largest organizations in the financial industry, serving on several elite advisory boards and councils. He is an inaugural member of the J.P. Morgan RIA Advisory Council, the Blackrock RIA Advisory Council, the Vanguard RIA Beta Group and a member of the PIMCO Private Client Advisory Board. Additionally, he was one of the twelve founders of the Financial Planners Advisory Council for the Financial Planning Association (FPA), and he is the founding Chair for FPA of Georgia. Chuck has also served as an instructor at Emory University’s Evening at Emory program, teaching classes on investments.  He has also been featured in the Journal of Financial Planning.

While still a college student, Chuck began his professional career at the investment bank of Lehman Brothers. After graduation, he entered the Merrill Lynch Training program in Princeton, NJ and managed money in the Private Client Group. Additionally, he spent approximately 20 years as principal of PPA Advisory Services, where he also served as the firm chief investment officer.

Chuck is a graduate from the Financial Planner Program at University of Georgia, Terry College of Business and he holds a Bachelor of Business Administration in Finance from Georgia State University.

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.


*Please Note: Limitations. The achievement of any professional designation, certification, degree, or license, recognition by publications, media, or other organizations, membership in any professional organization, or any amount of prior experience or success, should not be construed by a client or prospective client as a guarantee that he/she will experience a certain level of results or satisfaction if SignatureFD is engaged, or continues to be engaged, to provide investment advisory services.