Trey Gray

About Trey Gray

Trey Gray is a dedicated Senior Financial Advisor and member of Evolve Wealth Management, an advisory team within Merrill. Since joining Merrill in 2017, Trey has built a practice centered around deep, long-lasting relationships - working closely with young professionals, non-profit organizations, and multi-generational families to help align their values with their financial goals. Trey splits his time between Washington, DC and Jacksonville, FL, serving clients across the country. His approach is centered on helping individuals live the lifestyles they envision - within the means they have - by developing tailored financial strategies that reflect their priorities and aspirations. Through personalized planning, Trey helps clients clarify where they are, where they want to go, and how to bridge the gap with purpose. His practice focuses not just on wealth accumulation, but on making money a tool for living a more fulfilled life. Trey holds his Series 7 and 66 registrations through FINRA and remains committed to delivering advice rooted in discipline, transparency, and a client-first mindset.

Experience

1. Senior Financial Advisor, Vice President

   Merrill Lynch

   Aug 2017 — Present

   Trey Gray is a dedicated Senior Financial Advisor and member of Evolve Wealth Management, an advisory team within Merrill. Since joining Merrill in 2017, Trey has built a practice centered around deep, long-lasting relationships - working closely with young professionals, non-profit organizations, and multi-generational families to help align their values with their financial goals. Trey splits his time between Washington, DC and Jacksonville, FL, serving clients across the country. His approach is centered on helping individuals live the lifestyles they envision - within the means they have - by developing tailored financial strategies that reflect their priorities and aspirations. Through personalized planning, Trey helps clients clarify where they are, where they want to go, and how to bridge the gap with purpose. His practice focuses not just on wealth accumulation, but on making money a tool for living a more fulfilled life. Trey holds his Series 7 and 66 registrations through FINRA and remains committed to delivering advice rooted in discipline, transparency, and a client-first mindset.

Education

• University of North Carolina at Greensboro

  Bachelor's Degree

  2013 — 2017