Andrew Gray Email & Phone Number
Founder and Lead Advisor @ Gray Wealth Strategies
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Andrew Gray Location
- Bend, OR, US
Andrew Gray Work
- Founder and Lead Advisor @ (July 2022 - Present)
- Senior Advisor @ ASI Wealth Management (January 2021 - March 2022)
- Senior Advisor, Partner (Acquired) @ Valentine Ventures, LLC (March 2015 - December 2020)
- Senior Advisor @ (November 2014 - March 2015)
- Analyst - Wealth Management @ (September 2013 - September 2014)
- Financial Advisor @ (May 2008 - August 2013)
- Financial Planner @ Fee-Only Financial Planning and Investment Management Firm (August 2007 - April 2008)
- Financial Advisor @ (October 2006 - August 2007)
- Sales @ NetQoS (January 2005 - October 2006)
Andrew Gray Education
- The University of Texas at Austin 2005-2007
- Indiana University - Kelley School of Business
B.S.
1997-2001 - Zionsville High School 1994-1997
Andrew Gray Skills
- Leadership
- Alternative Investments
- Financial Advisory
- Estate Planning
- Series 63
- Financial Planners
- Fixed Annuities
- Insurance
- Retirement Planning
- Financial Planning
- Wealth Management Services
- Portfolio Management
- Financial Modeling
- IRAs
- Business Development
- Investments
- Finance
- Team Leadership
- 401k
- Asset Allocation
- Strategic Planning
- Investment Advisory
- Strategy
- Financial Services
- Wealth Management
- Life Insurance
- Mutual Funds
- Equities
- Uniform Combined State Law
- Strategic Financial Planning
- FINRA
- Investment Strategies
- Risk Management
- Asset Management
- Certified Financial Planner
- Financial Analysis
- Retirement
- Analysis
- Series 7
- Securities
- Investment Management
Andrew Gray Summary
- Andrew Gray, based in Bend, OR, US, is currently a Founder and Lead Advisor at Gray Wealth Strategies. Andrew Gray brings experience from previous roles at ASI Wealth Management, Valentine Ventures, LLC, Durbin Bennett - Private Wealth Management, LLC and USAA. Andrew Gray holds a 2005 - 2007 The University of Texas at Austin. With a robust skill set that includes Leadership, Alternative Investments, Financial Advisory, Estate Planning, Series 63 and more. Andrew Gray has 2 emails and 4 mobile phone numbers on RocketReach.
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