Darren Gray

About Darren Gray

I\'m driven and inspired by individuals, families and organizations who are passionate about pursuing their dreams and goals. Helping others clear obstacles and navigate a road of uncertainty to arrive at their intended destination is why I became a Financial Advisor. Whether you aspire to provide your child or grand-child a leg up with a college education or serving as a helping hand in your community; protecting your retirement from the rising costs of health care or preserving wild spaces for generations to come, I will work with you to design, implement and review a plan that helps meet both your present needs and those yet to come. What matters most you? What are you passionate about? Would you like to feel more confident about achieving your goals? Let\'s have a conversation about what\'s important to you. Highlights of My Professional Career- Making a difference through sustainable, Impact and Environmental Social Governance (ESG) investing - Working with diverse and talented clients, and my client-focused RGR Wealth Management Group team members - Served as a Professional Management Development Coordinator at Merrill A Few of My Passions: My passions include my family, exploring new places, the environment, youth education and athletic challenges. I am actively involved with Alaska Wilderness League, Summer Search, YouthCare and USTA. I enjoy running, hiking, swimming, cycling, tennis, and multi-sport activities. I live in Seattle, WA with my wife and our two children. Who We Serve Best: My team and I excel in working with independent women, families, sustainable and impact investors business owners and young professionals. Our Services- Goals-based Wealth Planning - Retirement Planning and Income Strategies - Values Based Investing - Impact Investing, ESG, SRI - Trust & Estate Planning Services through Bank of America Private Bank - Home Financing & Customized Lending through Bank of America, N.A- NMLS ID: 526529 *Trust, fiduciary, and investment management services, including assets managed by the Specialty Asset Management Team, are provided by Bank of America, N.A, Member FDIC, and wholly owned subsidiary of Bank of America Corporation (\"BofA Corp.\"), and its agents. Bank of America Private Bank is a division of Bank of America, N.A.

Experience

1. Wealth Management Advisor, Senior Vice President

   Merrill Lynch

   May 2009 — Present

   Darren holds a CERTIFIED FINANCIAL PLANNER® certification from the Certified Financial Planner Board of Standards, Inc. He received an M.B.A. from the University of Chicago Booth School of Business and earned a Bachelor of Arts in Economics from the University of Washington. He has been a Wealth Management Advisor since 2002 and serves as a Portfolio Manager in the Investment Advisory Program for his clients. Darren Gray is a qualified Portfolio Manager who can help clients pursue their objectives by managing on a discretionary basis his own Personalized or Defined Strategies, which may incorporate individual stocks and bonds, Merrill Lynch Wealth Management model portfolios, and third-party investment strategies.*Certified Financial Planner Board of Standards, Inc. owns the certification marks CFP® and CERTIFIED FINANCIAL PLANNER® in the U.S.*Impact investing and/or Environmental, Social and Governance (ESG) managers may take into consideration factors beyond traditional financial information to select securities, which could result in relative investment performance deviating from other strategies or broad market benchmarks, depending on whether such sectors or investments are in or out of favor in the market. Further, ESG strategies may rely on certain values based criteria to eliminate exposures found in similar strategies or broad market benchmarks, which could also result in relative investment performance deviating.

Education

• University of Washington

  Bachelor's Degree

  1987 — 1991

• University of Chicago GSB

  Master's Degree

  2000 — 2002

Skills

• Values Based Investing
• Retirement Income Planning
• Wealth Planning