The Grayson Group - RBC Wealth Management

Bill Grayson

Managing Director - Financial Advisor, Senior Consulting Group

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I bring my experience as a financial advisor and past roles as an attorney and senior government official, together with RBC Wealth Management’s world-class resources, talent and capabilities, to provide trusted advice and solutions to my clients, with a focus on public and private company CEO’s and founders.

Prior to RBC, as the National Director – Family Offices at Alliance Bernstein, I served as the quarterback for significant families across the U.S. and pioneered their family office practice. I previously advised ultra-high net-worth clients at JP Morgan, Montgomery Securities and as president of Falcon Point Capital, a hedge fund management firm.

Previously, I practiced law for ten years as a law firm litigator and a corporate and government general counsel. I have also served in the administrations of four U.S. presidents, in senior roles in the Department of the Army, the President’s Commission on White House Fellowships, as chairman of the Presidio Trust in San Francisco and was confirmed by the U.S. Senate as the Ambassador to Estonia. I have served on numerous investment committees and boards of trustees, including vice-chair of the University of Hawaii Foundation, National Park Foundation and Woodrow Wilson International Center for Scholars.

With my knowledge of global politics, capital markets, and integrity in providing sound advice and solutions, I have close relationships with my clients that span generations.

In addition to wealth management expertise and solutions, I can provide my clients with access to world-renowned leaders in business, government, media, academia, and the military through my intimate client conferences and briefings.

I am a regular speaker in the media and at global investment conferences. I am a member of the California State Bar and hold the Series 7, 65 and 63 securities licenses. I am a graduate of Saint Ignatius College Preparatory; University of California, Santa Barbara, University of San Francisco School of Law, and have a Defense Policy certificate from Harvard’s Kennedy School.

Client Strategies Team

The Client Strategies Team is a resource to help support you in your wealth planning goals, developing a strong understanding of your personal financial objectives, gathering valuable information and addressing complex financial and wealth strategies issues. Explore the bios below to learn more about the team.

Bill Ringham

Director of Wealth Strategies

Bill serves as a resource for your financial advisor in determining and developing wealth transfer strategies for high-net-worth clients in areas including estate strategies, lifetime giving, personal trust planning, charitable giving, concentrated equity position diversification and employee stock options. In this role, Bill partners with financial advisors to meet with individual clients and their attorneys and/or accountants, as well as present at client seminars.

Aaron Gallardo

Trust Consultant

As a trust consultant, Aaron specializes in personal trust planning and assists in the movement of client trust assets, provides educational and technical guidance relating to personal trusts and advises clients on opportunities with third-party professional trust partners.

Jordan Perschel

Wealth Management Banker

In the wealth management banker role, Jordan acts as the key contact for financial advisors and their clients to build awareness and understanding of the full cash management and lending options available.

Dean Deutz, CFP®

Echelon Wealth Strategist

As an RBC Echelon wealth strategist, Dean partners with financial advisors and their ultra-high-net-worth clients to understand what is most important to them and to help develop appropriate strategies that address the client’s objectives and concerns. Dean serves as a knowledgeable resource in the area of complex wealth, including planning strategies for corporate executives, trust and estate planning services, concentrated stock options, business succession planning and philanthropic planning. He also coordinates solutions and external professional services tailored to RBC Echelon clients' needs.

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