Atley T. Gay
Atley began his career with Access in October of 2015. In his role as Financial Planning Support Specialist, Atley assists in gathering and managing critical financial planning data for Access clients. He is also responsible for maintaining critical applications and compliance functions for the firm.
Atley graduated from Lawrence University in 2015 with a Bachelor of Science degree in Economics. He holds the Financial Paraplanner Qualified Professional (FPQP®) designation from the College for Financial Planning. He also completed the Uniform Investment Adviser Law Examination #65 and is an Investment Advisor Representative.
His approachable demeanor and attention to detail is invaluable as he helps clients build an organized framework for their financial planning needs and goals.