The McKown Gray Group
Merrill Lynch Wealth Management
560 South Winchester Boulevard
Suite 600
San Jose CA 95128
(408) 283.3134
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The McKown Gray Group strives to instill a feeling of confidence in your family’s financial future by creating a plan individually structured to help achieve each of your goals. We feel that we earn clients’ trust and loyalty by demonstrating an elite level of professionalism and ethics. We believe that clients value their relationship with us because we understand their unique needs, look out for their best interest, and motivate them to make positive changes in their financial lives. Clients seek our advice particularly after experiencing a change in employment, family, or lifestyle prompting them to reassess the organization and management of their assets. Combined with the industry leading resources of Merrill Lynch Wealth Management and the banking convenience of Bank of America, our guidance helps alleviate the burden of being the sole caretaker of one’s entire financial life. Working with The McKown Gray Group allows you to spend more time with your family, enjoying your hard-earned success, and doing the activities you love.
The McKown Gray Group
Recognition
Mason McKown
Senior Vice President, Wealth Management Advisor
Forbes "Best-in-State Wealth Advisors", 2025
(Published on April 8, 2025. Rankings based on data as of June 30, 2024.)
Meet Our Team
Mason McKown,

CFP®

Senior Vice President, Wealth Management Advisor
408.260.6025
Lauren Gray,

CPFA®, SE-AWMA™

Vice President, Senior Financial Advisor
408.283.3134
Teresa Johnson
Registered Senior Wealth Management Client Associate
408.260.6063
Hedeliza R. Cunanan
Assistant Vice President, Wealth Management Associate
408.283.3070
Additional Resources
The following specialists do not make securities recommendations. Please contact your Merrill Lynch Wealth Management Advisor if you have questions about how a specialist might be able to assist you.
Joaquin J Barrios
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #953282
David Rubalcava
Wealth Strategist
Merrill
Esperanza Covarrubias
Wealth Management Banking Specialist
Merrill
About Merrill

Bringing fresh perspectives to your financial life

The financial decisions you make today can help determine the future you build for yourself and your family. Carving a clear path forward starts with connecting your life and finances. A Merrill advisor provides access to the investing insights of Merrill and banking capabilities of Bank of America to help you make informed decisions as you pursue your goals.

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Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and the CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Sports & Entertainment Accredited Wealth Management Advisor™, SE-AWMA™, and the SE-AWMA™ logo are certification marks or registered certification marks of The College for Financial Planning Institutes Corp. in the United States.