The Gray Wealth Management Group
57 Hampton Road
Southampton, NY 11968
631.204.8656
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Our team focuses on addressing the investing and fiduciary responsibilities of institutions as well as the wealth management needs of individuals and families. We work closely with clients to determine their needs so that we can craft customized financial strategies to help them pursue their goals.
Welcome

Our 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. We help you design and implement a personalized plan intended to help you and your family pursue financial goals while helping manage investment risk. Our approach is to focus on potential solutions that can help turn goals into reality.

About Us
Philosophy

We believe the best financial approach is the one that helps you pursue your goals. That's why, from the start, we talk about your aspirations and encourage you to ask questions about issues that matter most to you. Calculating how to manage future health care expenses? College on the horizon? Considering the sale of a business or purchase of a home? Preparing to pass your wealth to future generations? It all starts with a plan intended to help you manage, grow, and preserve your wealth today, while also considering the impact it can have for years to come. With access to the investment insights of Merrill and banking solutions from Bank of America, We will work with you to develop an approach designed to help address your financial needs.

Meet Our Team
Michael Gray,

CIMA®, CPFA™

Senior Vice President, Wealth Management Advisor
631.204.8656
Kevin Dehler,

SE-AWMA™

Vice President, Wealth Management Advisor
631.204.8658
Nicole Behrens
Assistant Vice President, Senior Financial Advisor
631.204.8664
Stephen Hiller
Officer, Registered Senior Wealth Management Client Associate
631.204.8660
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.
Diana Rooney
Wealth Management Banking Specialist
Merrill
Don Romano
Senior Wealth Management Lending Officer
Bank of America, N.A.
NMLS #4023
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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Investments & Wealth Institute™ (The Institute) is the owner of the certification marks CIMA® and Certified Investment Management Analyst®. Use of CIMA®, and/or Certified Investment Management Analyst® signifies that the user has successfully completed the Institute’s initial and ongoing credentialing requirements for investment management professionals.
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.