Michael Gray
MISSION STATEMENT
I am dedicated to building and preserving wealth for clients. My team is committed to achieving the financial goals of clients by understanding their needs, offering quality investment advice, and providing stellar service. Clients' investment objectives and financial needs govern all portfolio decisions. I take pride in our commitment to building successful and lasting relationships and delivering excellent value to clients.
INVESTMENT PHILOSOPHY
My philosophy is to collaborate with clients to establish and achieve financial goals through objective, customized planning and management of investment assets. The purpose is to help build, manage and preserve your wealth through the implementation of a highly disciplined investment program. My goals are to use skills, knowledge, and experience to provide a broad spectrum of highly qualified financial advisory services and solutions based upon the client's risk tolerance, time horizon, liquidity needs, overall investment goals and the costs associated with the recommendation.
I follow the deep-seated Merrill tradition of participating in the communities we serve. This drives my interest in spending time volunteering with organizations in our community.
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.
