David A Gray, CFP

Specialties

We offer conflict free, independent advice without the pressures that have become all too common-​place in large brokerage firms, banks and trust companies. Simply stated, our interests are completely aligned with our clients.

With over 50 years of collective experience, we have designed a financial planning approach that takes into consideration all aspects of your financial affairs, resulting in a more thorough and comprehensive investment strategy. As you continue to learn more about us, we are confident that you will discover how our detailed approach encompasses the unique needs of successful individuals and families.

Thank you for considering us as your financial partner. We look forward to earning your trust and confidence, and strive to exceed all of your expectations.

Meet the Manager

David A. G.

Manager

David Gray CFP®, is a Wealth Advisor, Financial planner 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 in few more esteemed Financial institutions.

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Securities and advisory services offered through LPL Financial, A registered investment advisor, Membership SIPC, www​.sipc​.org