HERE TO SERVE YOU

Retirement is arguably the most significant milestone in one’s life – and the single event that can benefit most from careful planning and prudent action. It marks the important transition from the accumulation phase of your life to the distribution phase. Proper handling of such a significant shift requires a dramatic shift in how your financial affairs are handled.

We are a highly skilled team of financial professionals with more than 75 years of collective experience in helping individuals plan for the day they can finally retire. Each member of our team brings their individual area of expertise, from planning to investments, insurance to retirement plans. Our ultimate goal is to help you enjoy the retirement you’ve envisioned.

Meet Our team

Our team of advisors and client service specialists are here to assist you in bringing you closer to your financial dreams.

Irv Munn Cfp Vice President Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Irv Munn

President, CFP®, CPA

Roy Gray Cfp Vice President Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Roy Gray

Vice President, CFP®

Anthony Cassavechia Cfp Financial Advisor Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Anthony Cassavechia

Financial Advisor, CFP®

Phil Orwig Cfp Financial Advisor Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Phil Orwig

Financial Advisor
CFP®, ChFC®, CLU®, RICP®

Jeff Kort Cfp Financial Advisor Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Jeff Kort

Financial Advisor
MBA, CFP®

Harrison Graham Financial Advisor Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Harrison Graham

Financial Advisor

Susanne Gray Office Manager Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Susanne Gray

Office Manager

Rebecca Criswell Client Services Manager Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Rebecca Criswell

Client Services Manager

Morgan Roper Client Services Associate Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Morgan Roper

Client Services Associate

Laura Fleites Portfolio Trading Assistant Private Wealth Management Munn Gray &Amp; Associates Dallas Texas

Laura Fleites

Portfolio Trading Assistant

Team Group Outdoor Shoot Munn Gray &Amp; Associates Private Wealth Management Professionals Dallas Texas