Title: Financial Advisor
Company: Legacy Planning Partners
Location: Allentown, Pennsylvania, United States
Jan L. Graybill, financial advisor at Legacy Planning Partners, has been recognized by Marquis Who’s Who Top Executives for dedication, achievements, and leadership in business finances.
Bolstered by more than 40 years of experience, Mr. Graybill is a proven expert in the field of finances. Specializing in strategic business planning and business finances, he has served as a financial advisor and founding partner at Legacy Planning Partners since 1980. Well-regarded for his skill and expertise, he primarily assists business owners who are preparing for various business transitions, as well as offering aid with tax planning and financial solutions based on each of his clients’ unique financial situations. Furthermore, Mr. Graybill is well-versed in identifying wealth gaps and guiding his clients towards better business opportunities.
In addition to his primary duties, Mr. Graybill is also known for his abilities as a mentor for other advisors in his field. To wit, he understands the importance of information in all financial dealings, and he believes in sharing all pertinent details with his customers and fellow professionals when dealing with finances. Adjacent to his professional endeavors, Mr. Graybill also previously served as the president of the foundation board for Millersville University, his alma mater, between 2016 and 2017. Likewise, he was a board member of the institution’s endowment fund for eight years.
Prior to embarking on his vocational journey, Mr. Graybill pursued a formal education. As a student of Millersville University, he earned a Bachelor of Science in business in 1980. He subsequently continued his studies during his time in the field, achieving a master’s degree in financial services at The American College of Financial Services in 2011. In addition to his academic credentials, Mr. Graybill is also a certified exit planning advisor, as recognized by the Exit Planning Institute in 2015, and a certified financial planner.
In light of his fulfilling career, Mr. Graybill has largely attributed his success to his dedicated work ethic and perseverance; growing up on a farm taught him the importance of hard work. Furthermore, he is grateful for the guidance of his grandparents. Accounting for his accomplishments, he is particularly proud to have begun a company that has proven its worth time and time again throughout its more-than-40-year lifespan. In the coming years, Mr. Graybill hopes to continue helping individuals become more financially literate and stable.
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Mr. Graybill at Legacy Planning Partners
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