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B. Grady Greer, CIC, CISR 

President & Chief Executive Officer


Grady has 16 years of insurance industry experience specializing in providing insurance solutions for the most complex High-Profile/High-Net-Worth  Personal Lines insurance portfolios in the country as well as those with risks spanning the globe. His expertise has primarily focused on insuring multi-million-dollar estates, luxury automobiles, rare collections, yachts and the ongoing risk management involved with protecting and managing the global assets of High-Net-Worth and High-Profile individuals.


Grady has worked with many of the nation's largest Business Management Firms, Financial Advisors, Estate Planning Attorneys, Family Offices and Accounting Firms and is familiar with the high level of confidentiality and sense of urgency involved with these types of accounts.


- Policy Types Primarily Sold:  Homeowners/Condo/Renter's/Dwelling Fire, Earthquake, Wind/Hurricane, Flood, Excess Flood, Jewelry, Fine Art, Watercraft, Aviation, Equine, Course of Construction, Umbrella/Excess Liability and more.


- Major Carrier Relationships:  AIG Private Client Group, Chubb, Nationwide Private Client, Foremost, Pure, SafeCo, Travelers, QBE, Palomar Specialty, GeoVera and Various Managing General Agents (i.e. Burns & Wilcox / CoverWallet etc.)


If you are interested in a free consultation for yourself or with regards to one of your clients, please press the Contact Me button below and send an email with some basic information to get us started or request to schedule an appointment. You may also use the online appointment booking system provided on the Contact Us page.

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