Grier L. Rubeling
My name is Grier and I'm the owner/operator of Advisor Transition Services. I have 12 years of experience in the industry working with advisors in various support roles and a degree in marketing management.
I started my career at Smith Barney where I worked with several advisors who initiated major changes in their careers. During my first transition, I had no idea what to expect. It was a stressful, time-consuming process, but I really enjoyed the work because I could measure the results of my efforts in real-time.
Eventually, I left the wirehouse scene and helped establish an RIA. I served as the Director of Operations for four years and acted as a transition consultant on all new acquisitions.
In time, I realized that my real passion was assisting advisors through transitions. After helping enough people become true entrepreneurs, I longed for the same freedom and control with my own situation.
That's why I started Advisor Transition Services and why I'm uniquely qualified to get you through the tough times so you can focus on your clients and your business. I understand the transition process, handle the stress with poise and professionalism, and can relate to you as an entrepreneur. Together we can get you to where you want to be.
Fun Fact: I was a Food Network finalist on Season 2 of Haunted Gingerbread Showdown, and I'm a DIY blogger on the side. Visit my blog.
Emerald Investment Partners (Cary, NC) Director of Operations 2013-2017
UBS Financial Services (Raleigh, NC) Registered Client Service Associate 2012-2013
UBS Financial Services (Baltimore, MD) Registered Client Service Associate 2008-2012
Citi Smith Barney (Baltimore, MD) Client Service Associate 2007-2008
Virginia Tech, 2007
B.S. Marketing Management