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Grayson J Foley

Advisor at &PARTNERS — Warren, PA

Updated today

Credentials

Series 63, Series 65

Experience

3 years

Location

Warren, PA 16365

&PARTNERS logo

&PARTNERS

Enterprise

Total advisors

558

Across 189 offices

Clients per advisor

97 High

Avg AUM per client

$384,909 Typical

HNW client ratio

22% Typical

About

Grayson Foley is a financial advisor at &PARTNERS with Series 63 and Series 65 credentials and three years of industry experience. Prior to joining &PARTNERS in 2026, he worked at PNC Investments from 2023 to 2026 and held roles at W & S Brokerage Services, Western and Southern Life, and United Refining Company. &PARTNERS serves a diverse client base including high-net-worth individuals, retirement plans, charitable organizations, and corporations. The firm offers investment management, financial and tax planning, and ERISA consulting, utilizing a combination of fundamental, technical, and quantitative analysis with both proprietary and third-party strategies.

Client services

Based on &PARTNERS

Financial planning Portfolio management Pension consulting Selection of other advisers Newsletters or periodicals Educational seminars or workshops
Portfolio manager selection, furnish advice not involving securities, research report services, 1042 portfolio construction

Expertise

Based on &PARTNERS

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy

Occupation focus

Based on &PARTNERS

Founder/Business Owner Executive Retired

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Fee options

Fixed

Negotiable fixed fees for financial planning and estate, trust, and family office administration consulting.

Commissions

Commissions assessed on certain transaction fees in addition to advisory fees.

Project-based

Hourly consulting fees as agreed with client, billed monthly.

Subscriptions

Subscription fees may be charged for services like research reports (e.g., $500/month).

Other

Fee-only: Negotiable fixed fees for advisory services and financial planning as agreed with client.

Location

See office

Warren, PA

432 Pennsylvania Ave. W.

Warren PA 16365

Advisors at this office

2

Most active in

Pennsylvania · Texas

Work history

3 years of industry experience

&PARTNERS

2026 - Present • 1 year

Nashville, TN

PNC investments

2023 - 2026 • 3 years

Coraopolis, PA

W & S Brokerage Services

2022 - 2023 • 1 year

Cincinnati, OH

Western and Southern Life

2022 - 2023 • 1 year

Pittsburgh, PA

Unemployed

2022 - 2022 • 1 year

Pittsburgh, PA

Nulf Management Services

2022 - 2022 • 1 year

Pittsburgh, PA

PNC Bank

2021 - 2022 • 1 year

Warren, PA

Unemployed

2021 - 2021 • 1 year

Warren, PA

United Refining Company

2020 - 2021 • 1 year

Warren, PA

United Refining Company

2017 - 2020 • 3 years

Warren, PA

Unemployed

2017 - 2017 • 1 year

Warren, PA

Full Time Student

2013 - 2017 • 4 years

Morgantown, WV

Disclosures

Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.

Business activities & affiliations

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John P

ChFC®, Series 63, Series 65

Warren, PA

Aviso Wealth Management

John Palmieri is a financial advisor at Aviso Wealth Management with 26 years of industry experience. He holds the ChFC® designation along with Series 63 and Series 65 licenses. His prior work includes roles at PNC Wealth Management, Gladstone Wealth Partners, and LPL Financial. Outside of his advisory work, he operates a sole proprietorship selling fixed annuities, Medicare products, and property coverage, and also manages an eBay business. Aviso Wealth Management provides financial planning, portfolio management, pension consulting, and other services to individuals, families, trusts, corporations, charitable organizations, and pension plans. The firm manages approximately $621 million in assets for about 913 clients through a team of nine advisors, utilizing a range of analytical strategies and offering both discretionary and non-discretionary account management.

Options & derivatives strategies
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Thomas S

CFP®, Series 63, Series 65

Warren, PA

OneSeven

Thomas Skelton is a CFP® with 13 years of industry experience currently with OneSeven. His prior roles include positions at B. Riley Wealth Advisors, National Asset Management, United Advisors Services, Cetera Investment Services, and Northwest Advisors. He serves as vice president on the Warren Public Library board. OneSeven provides investment advisory services to individuals, high-net-worth clients, trusts, estates, businesses, and retirement plans. The firm emphasizes a primarily long-term investment approach and implements strategies through unaffiliated Independent Managers and third-party platforms.

Private / alternative investments Options & derivatives strategies Real estate investing Retirement plans for business owners (SEP, solo 401k)
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Erinn S

ChFC®, Series 65

Warren, PA

CWM, LLC

Erinn Sveda is a financial advisor with CWM, LLC, holding the ChFC® designation and Series 65 license, and has two years of industry experience. Prior to joining CWM, she worked at Lions Gate Wealth Management and has a background managing a personal care home for elderly women, where she continues to assist part-time in training a new administrator. CWM, LLC is an SEC-registered investment adviser that manages approximately $50.6 billion through a network of over 650 advisors. The firm serves corporate, institutional, and high-net-worth clients, offering discretionary asset management, financial planning, and retirement plan services supported by an Investment Committee that constructs and monitors model portfolios using fundamental and technical analysis.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Kevin I

Series 66

Warren, PA

&PARTNERS

Kevin Ignatius is a financial advisor at &Partners with seven years of industry experience. He holds a Series 66 designation and previously worked at Wells Fargo Clearing, Uproxx Media, and Getty Images. Outside of finance, he is involved in music composition and film production, with ownership interests in multiple related ventures in California and Pennsylvania. &Partners serves a diverse client base including high-net-worth individuals, institutions, retirement plans, and charitable organizations. The firm offers investment management, financial and tax planning, and consulting services, employing a range of analytical strategies and both proprietary and third-party investment solutions.

Wealth management Equity compensation tax strategy Retirement income strategy Business exit / sale strategy Founder/Business Owner Executive Retired
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Lori D

CFP®, ChFC®, Series 66

Warren, PA

CWM, LLC

Lori Daff Siggins is a CFP®, ChFC®, and Series 66-registered financial advisor with 24 years of industry experience. She has worked at firms including Merrill, Mid Atlantic Financial Management, and Lions Gate Wealth Management before joining CWM, LLC, where she has been since 2019. Outside of her advisory work, she serves as a Legacy Team Committee Member at Peace Presbyterian Church and is a co-owner of an educational curriculum business, MusicTime Productions, LLC. CWM, LLC is an SEC-registered investment adviser managing approximately $50.6 billion through a network of over 650 advisors. The firm offers discretionary asset management, financial planning, and retirement plan services, utilizing an Investment Committee to construct and monitor portfolios with both fundamental and technical analysis.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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Jacob H

Series 65

Warren, PA

CWM, LLC

Jacob Harty is a Series 65-licensed advisor with CWM, LLC, based in Warren, PA. He has held roles at Lions Gate Wealth Management and CWM since 2026 and has a diverse background that includes experience in education and restaurant management. CWM, LLC is an SEC-registered investment adviser operating an enterprise platform with over 650 advisors and approximately $50.6 billion in assets under management. The firm offers discretionary asset management, financial planning, retirement plan services, and sub-advisory relationships, supported by a centralized Investment Committee and a range of tailored portfolio solutions.

Wealth management Tax-loss harvesting ESG / Sustainable investing Private / alternative investments Options & derivatives strategies
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