David Gray is a Certified Financial Planner, Chartered Retirement Planning Counselor, Chartered Life Underwriter, Wealth Advisor and a Managing Partner with Buttonwood Financial Partners, which is based in Scottsdale, Arizona.
David's educational experience includes a BBA from Southern Methodist University and a MBA from Babson College's F.W. Olin Graduate School of Business. Prior to working at Buttonwood Financial Partners (LPL Financial), David was a Wealth Management Advisor at Merrill Lynch for ten years. Prior to working at Merrill Lynch, David worked at ANB Investment Management and Trust Company in Chicago, Illinois as an institutional index bond portfolio manager, and at Putnam Investments in Boston, Massachusetts as an institutional cash manager and foreign exchange trader. David relocated to the Phoenix area in October of 1998 and has been a Wealth Advisor since February of 1999.
As a Wealth Advisor, David specializes in working with the unique financial concerns of successful entrepreneurs, corporate executives and wealthy individuals. His small, yet affluent client base has entrusted him with over $80 million in brokerage and advisory assets held with LPL Financial because they are concerned about their long term financial objectives and want to benefit from goal oriented financial planning.
David designs, implements and monitors a detailed financial plan for each of his clients, in order to assist them in making educated decisions. The financial plan takes into account each client's lifetime goals, financial needs, risk tolerance, current and future tax liabilities, and any other personal considerations that might impact their financial decisions. David conducts a detailed analysis of each plan according to each individual's investment goals and objectives. David stresses to his clients the importance of monitoring the plan by having regular meetings to track the progress toward stated goals and objectives. As clients' specific needs arise, David works very closely with a team of specialists at LPL Financial that focuses on Trust Planning, Insurance, and Asset Management strategies.
David and his wife, Tracey, reside in Scottsdale, Arizona with their children, Zackary and Carter.