Mehdi Grayeli is the firm’s founder and has over 18 years experience working with individual investors in helping them manage their assets during different market environments. Prior to starting the firm he worked as a financial advisor at Merrill Lynch in Maryland.

Mehdi obtained his undergraduate degree in Finance from University of Baltimore, and earned his M.B.A. in Finance from University of Maryland. He has also successfully completed the FINRA Series 65 securities license exam as well as the Life & Health insurance exam.

Since in his spare time he serves as a part time adjunct faculty teaching finance classes, he understands the importance of staying updated in his field, but also to be able to explain technical finance concepts in terms that are easily understandable.

He sees his greatest professional responsibility to be providing objective and honest solutions that will help his clients meet their goals. Married with one child he understands a client’s desire to take care of his or her family financially, as well as to spend quality time with the family.

As a member of both Reston and Loudoun chamber of commerce, and a volunteer in several civic organization as well as youth sports programs he understand the importance of devoting time in the local community.