Dalton Gray

Background

About Dalton Gray

As a financial advisor, I believe in a holistic approach to providing financial security and freedom to the families we serve. We build personalized retirement strategies centered around what's truly most important to you. Family, Purpose, Health and Finances. Family is the cornerstone in both my personal life and my business. In 2020, I was truly blessed to marry my wife, Lisa. She has shown me how deeply satisfying a relationship built on love and trust can be. Just as I am with my own family, I will be completely committed to adding value to you and yours. I find my purpose in life by serving God and serving others. Whether it be in church, at home, the office or in the community, adding value to those around me is what provides me with meaning and satisfaction. As we grow older, life gives us more challenges to overcome, and having a purpose equal to the challenges we face is essential to long-term success. I promise to partner with you to identify and define a sustaining purpose. As for health, there are three areas that I focus on: physical, emotional and financial wellness. We will work together to be proactive about your health and prepare for healthcare costs and concerns so that you are able to remain financially secure. Having a deep understanding of finances has given me the freedom to live life the way I want to. Whether it be having fun with friends and family, spoiling my wife (don't tell her I said that) or giving to charity, the established process I use at Edward Jones is what has helped enabled me with the freedom to do all of the things that I love. Many retirees find that managing money in retirement can be even more challenging than saving for it. There are many questions that come with retiring: When do I take social security? What do I do with my 401(k)? How can I save money on taxes? How do I prepare for long-term care? Our established process will help answer all these questions and empower you to live life the way you want For instructions to opt out of Edward Jones commercial messaging and other important disclosures, see