Tom Gray

Tom Gray, SVP

Senior Vice President
Investment Program Manager

Phone: 
559-437-7828

Tom is the Member Investment & Insurance Services Program Manager for Educational Employees Credit Union.  He is a member of the credit union’s senior executive management team, and is responsible for five departments within the credit union. 

Tom has lived in the Fresno area for over 25 years.  He has been with Educational Employees Credit Union for over 11 years and has served as the Investment Program Manager since 2006.  Prior to joining EECU, he was in a management position for a large California-based winery for over 14 years.

Tom graduated from San Diego State University with his bachelor’s degree in business management and holds a Senior Professional in Human Resources (SPHR) designation.  Additionally, he is on the Credit Union Self-Insured Group board of directors.

Tom is committed to providing innovative solutions for meeting our members' investment needs and to support each investment team member to ensure we are providing the best member service possible.
 

Team members

Photo of team member

Investment Representative
Serving EECU Member Investment Services, Armstrong, Clovis North, Old Town Clovis, and Perrin Offices

Photo of team member

Investment Representative
Serving EECU Member Investment Services, Reedley, Visalia, Demaree (Visalia), Tulare, Hanford, Porterville, and Paso Robles branches

Photo of team member

Investment Representative - Chartered Financial Consultant ChFC®
Serving EECU Member Investment Services, Milburn and Valentine branches

Photo of team member

Investment Representative - CERTIFIED FINANCIAL PLANNER™ professional
Serving EECU Member Investment Services, Clinton Way, Sanger, and Sunnyside branches

Photo of team member

Investment Representative
Serving EECU Member Investment Services, Selma, VanNess (Fresno), Demaree (Visalia), Madera and Merced branches

Photo of team member

Investment Representative
Serving EECU’s Barstow branch

Senior Vice President
Investment Program Manager

Administrative Associate

Photo of team member

Administrative Associate

Photo of team member

Administrative Associate

The Investment Representatives at EECU Member Investment Services are registered representatives with, and securities and advisory services offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC).  Insurance products are offered through LPL or its licensed affiliates.  EECU and EECU Member Investment Services are not registered as a broker-dealer or investment advisor.  Registered Representatives of LPL offer products and services using EECU Member Investment Services, and may also be employees of EECU.  These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliated of EECU or EECU Member Investment Services.  Securities and insurance offered through LPL or its affiliates are:

Not Insured by NCUA or Any Other Government Agency

Not Credit Union Guaranteed

Not Credit Union Deposits or Obligations

May Lose Value

The LPL Financial registered representatives associated with this website may discuss and/or transact business only with residents of the states in which they are properly registered or licensed. No offers may be made or accepted from any resident of any other state.

 

Your Credit Union (“Financial Institution”) provides referrals to financial professionals of LPL Financial LLC (“LPL”) pursuant to an agreement that allows LPL to pay the Financial Institution for these referrals. This creates an incentive for the Financial Institution to make these referrals, resulting in a conflict of interest. The Financial Institution is not a current client of LPL for brokerage or advisory services.

Please visit https://www.lpl.com/disclosures/is-lpl-relationship-disclosure.html for more detailed information.

Online Privacy Policy | Privacy Promise | Business Continuity | CA Insurance License Information

LPL Financial Form CRS

CLR-23970-1119 _2_ California-Consumer-Privacy-Act_Icon_LPL_FINAL_350x125px (002) (1).png

Website Design For Financial Services Professionals | Copyright 2024 AdvisorWebsites.com. All rights reserved

Global External Link Popup Disclaimer