Stephen Gray Email & Phone Number

Stephen Gray adheres to a disciplined process that delivers a consistent yet customized wealth management experience. Before any financial decisions are made, he considers your whole life, taking the time to fully understand who you are and what matters most to you as an individual and as a professional. With his intimate knowledge about what you value most, Stephen is able to help you establish objectives, develop an appropriate strategy, and make recommendations that draw upon the breadth and depth of Merrill to connect all the pieces of your financial life. Stephen can conduct regular reviews with you to help you track your progress toward reaching your goals and keep your strategies consistent with any changes that may take place in your life and/or business.Stephen is a graduate of George Mason University, and joined Merrill Lynch in 2009. He is also a CERTIFIED FINANCIAL PLANNER™ certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc.Stephen grew up in Fauquier County, Virginia. He is a skilled horseman and an avid animal lover who has spent time working with both Habitat for Humanity and the Humane Foundation.

Listed skills include Estate Planning Strategies, Wealth Management, and Retirement Planning.

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  Wealth Management Advisor, Vice President

  Merrill Lynch Wealth Management

  Feb 2009 - Present

  Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete a CFP Board's initial and ongoing certification requirements.

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  George Mason University

  Bachelor'S Degree