Kray Agboaye is a Client Service Representative at Beaird Harris, embodying a dedication to exceptional service, meticulous attention to detail, and a proactive approach to problem-solving in her role. With a strong foundation in financial operations and client services, Kray plays an integral part in the Operations Team.
Her duties include new client onboarding, executing portfolio trades, facilitating client deposits and disbursements, and quarterly client reporting. Her role demands delivering prompt and effective solutions to meet the needs of the advisory team and our clients.
Kray’s journey in the financial industry began in 2011 with a solid academic background. She earned her bachelor’s degree in marketing from the University of North Texas, and went on to pass the Series 7 and Securities Industry Essentials Examinations. She began her career at Fidelity Investments and later went on to Avantax Wealth Management before joining Beaird Harris.
Outside the office, Kray is a foodie and loves to entertain friends by hosting cooking experiences at her home. She is a wife and mother to one daughter, Gianna. She also has a strong Christian faith that keeps her grounded.
Biography
Kray Agboaye is a Client Service Representative at Beaird Harris, embodying a dedication to exceptional service, meticulous attention to detail, and a proactive approach to problem-solving in her role. With a strong foundation in financial operations and client services, Kray plays an integral part in the Operations Team.
Her duties include new client onboarding, executing portfolio trades, facilitating client deposits and disbursements, and quarterly client reporting. Her role demands delivering prompt and effective solutions to meet the needs of the advisory team and our clients.
Kray’s journey in the financial industry began in 2011 with a solid academic background. She earned her bachelor’s degree in marketing from the University of North Texas, and went on to pass the Series 7 and Securities Industry Essentials Examinations. She began her career at Fidelity Investments and later went on to Avantax Wealth Management before joining Beaird Harris.
Outside the office, Kray is a foodie and loves to entertain friends by hosting cooking experiences at her home. She is a wife and mother to one daughter, Gianna. She also has a strong Christian faith that keeps her grounded.
Connect
Education
cREDENTIALS, involvement & rECOGNITION
Involvement
Recognition
Years at Beaird Harris
Prior Experience
Born & Raised
Family
Favorite
Fun Fact
Favorite Quote
“For I know the plans I have for you, declares the Lord. Plans to prosper you and not to harm you, plans to give you hope and a future.”
– Jeremiah 29:11 (NIV)