Trey Gray
Trey Gray is a dedicated Senior Financial Advisor and member of Evolve Wealth Management, an advisory team within Merrill. Since joining Merrill in 2017, Trey has built a practice centered around deep, long-lasting relationships — working closely with young professionals, non-profit organizations, and multi-generational families to help align their values with their financial goals.
Trey splits his time between Washington, DC and Jacksonville, FL, serving clients across the country. His approach is centered on helping individuals live the lifestyles they envision — within the means they have — by developing tailored financial strategies that reflect their priorities and aspirations.
Through personalized planning, Trey helps clients clarify where they are, where they want to go, and how to bridge the gap with purpose. His practice focuses not just on wealth accumulation, but on making money a tool for living a more fulfilled life.
Trey holds his Series 7 and 66 registrations through FINRA and remains committed to delivering advice rooted in discipline, transparency, and a client-first mindset.
My mission, first and foremost, is to understand you and what matters most to you. Armed with that information I can ask thoughtful questions -- listening carefully, then understanding in detail where your wealth stands today and where you'd like it to be tomorrow. I help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. My approach is to focus on potential solutions that can help turn goals into reality.
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.
