Roy Gray

Background

About Roy Gray

I WELCOME A CONNECTION IF YOU ARE: Seeking a holistic and thoughtful financial advisory team for your family A corporate executive approaching retirement Business Owner looking to grow, transition, or sell their business CPA or Attorney interested in a resource for your clients Active Military or Civil Service professional approaching retirement roy.gray@ml.com 1-618-233-6003 or 1-877-211-6003 WHY THE GRAY GROUP AT MERRILL? The Gray Group is a financial advisory team that works with successful families, corporate executives, small business owners, and medical and legal practitioners to help them prepare for and pursue the next stage of their financial lives. The clients we serve typically have grown a business or enjoyed a high-earning career while raising their families-and are now ready to focus on their wealth management and retirement goals. So, we serve as a trusted confidant in their financial journey offering guidance that informs and inspires them to diligently prepare, organize, and act. Our team of financial advisors provides deep, consultative support in a three-step process designed to: 1. Understand their personal objectives, 2. Identify their wealth accumulation strategies, and 3. Prepare to distribute their wealth. PROFESSIONAL HIGHLIGHTS: CFP®, CERTIFIED FINANCIAL PLANNER® certification. Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S. Accredited Asset Management Specialist™, AAMS™, and the AAMS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Chartered Retirement Planning Counselor™, CRPC™, and the CRPC™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. Chartered Retirement Plans Specialist™, CRPS™, and the CRPS™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States. WHEN I'M NOT WORKING: I enjoy cycling, swimming, golf, and ballroom dancing.