David P. Gray

Background

About David P. Gray

I am a CERTIFIED FINANCIAL PLANNER(TM) certificant, a designation awarded by the Certified Financial Planner Board of Standards, Inc. I graduated from The Pennsylvania State University in University Park, PA where I received my B.A. in Marketing and Finance, while earning All-Big Ten Conference Honors for the varsity soccer team. John Parisi and I started Parisi Gray Wealth Management, LLC in 2016. PGWM is a Registered Investment Advisor firm specializing in financial planning, investments and wealth management for High Net Worth individuals and families. We focus on a small number of clients to ensure maximum focus and attention. My role as Partner includes Chief Compliance Officer and Financial Planning. I specialize in helping our clients with meeting their financial goals, retirement planning, cash flow management, portfolio constructions and reviews. Prior to starting Parisi Gray Wealth Management, LLC, I worked at Merrill Lynch as a Vice President - Wealth Management Advisor starting in 2008 at the World Financial Center in New York City and in Short Hills, NJ. I have previous experience at Schuylkill Capital Management and Mercator Advisors, both located in center city Philadelphia, PA. I enjoy fitness activities, and I have successfully completed a full Ironman, half - Ironman and nine marathons. I enjoy fly-fishing, particularly on my native Central Pennsylvania streams with my Dad. Some of my other hobbies include reading (especially Pop-Sci books on Cosmology/Quantum Mechanics, and Philosophy books), as well as playing the piano and harmonica. I live in Morristown, NJ with my wife Cathy, daughter Charlie, two sons Patrick and Declan, and our Cavalier King Charles - Scout. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER(TM) and CFP®; in the U.S, which is awarded to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.