Grayson Blazek Joins Financial Symmetry’s Operations Team

Grayson BlazekFinancial Symmetry has hired Grayzon Blazek as our newest Data Specialist to support our operations department. Grayson joins the firm after participating in FSI’s financial planning internship program since January 2013. He recently graduated from NC State University with a B.S. in Business Administration, Finance, and a minor in Accounting.  As Financial Symmetry has continued to grow, so has Grayson’s role within the company.

Grayson’s responsibilities include strengthening data integrity, assisting advisors with continuous services, reporting, developing new processes to manage incoming data, and supervising data collection and processing for client accounts. Supporting our team’s tax preparation services and cost basis reporting is another responsibility Grayson takes pride in.

Within his new position, Grayson looks forward to establishing innovative processing procedures that will benefit the FSI’s clientele in their financial planning, as well as improving the existing data processing procedures implemented within FSI that have benefited our clients for years.

Visit our Team page to learn more about Grayson.  He can also be reached at gblazek@financialsymmetry.com or 919-851-8200 ext. 210.

More Like This

Download our 5 Questions to Ask Your Financial Advisor eBook

We break down some of the most important questions we are asked on a regular basis.

  • Hidden
  • This field is for validation purposes and should be left unchanged.

Blog Categories

Authors