David Gray began his career at Merrill in February of 2015. Prior to coming on board with Merrill he was in the United States military for 8 years. He was deployed in 2012 and then since retired in 2016. His diversified experience allows him to help clients with a wide range of financial needs including: asset management, insurance, estate planning services, financing options, retirement planning, stock options and more.
David uses a client-focused approach combined with a disciplined investment process. He takes the time to understand clients, who you are, and what matters to you personally and professionally. David follows a holistic approach that enables individuals, families, and small businesses to truly understand their entire financial picture and not just one piece. David partners with a team of planning experts and gives you access to Merrill's top specialists for the best strategies and outstanding service.
David is a Northern Kentucky native that was raised with 8 other siblings and went to Covington Catholic High School. He attended the University of Kentucky where he played rugby and graduated from Northern Kentucky University with two majors. David enjoys spending time with his wife Julie and their three children, (Nolan, Brooks, & Blakely) family, golfing, and traveling. He loves helping the community and was one of 13 recipients in 2019 to receive a $50,000 grant in a global/company wide essay/application to give to a charity of his choice. He has been a part of many non-profits, but was able to donate that grant to The Barracks Project who has a mission of helping veterans reintegrate back into society with a place to stay, food, clothing, and hopefully a job.
Our advisors and Wealth Management Client Associates are actively involved in the communities they serve. They devote significant time, energy and resources to help create positive change in the areas in which they live and work. Our team is enthusiastically involved with assisting charitable organizations such as 1 Heart 2 Souls, The Barracks Project, Yellow Ribbon, Whiskey and Wishes, St. Pius X to name a few. .
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.
