Andrea Gray brings 23 years financial services experience to her clients and the community. Her prior experience with retirement plan administration, legacy planning, and the need for financial education in under-represented communities compelled her to launch her practice at Merrill Lynch. Andrea desires to simplify her clients’ financial lives so that they are able to spend their time on the things that matter most to them.
Channeling her passion for financial literacy and sharing the knowledge acquired throughout her career, Andrea continues to support financial education and wellness efforts. She remains a Better Money Habits Champion through Bank of America’s partnership with Khan Academy and a Diversity and Inclusion champion who actively engages with the company’s Employee Networks and Affinity Groups.
Andrea earned a Bachelor of Science in Accounting from Hampton University (Hampton, VA) and holds the Chartered Retirement Planning Counselor ® (CRPC) designation from the College for Financial Planning. She also holds a Certificate in Financial Planning from the Petrocelli College of Continuing Studies at Fairleigh Dickinson University (Madison, NJ). Andrea is a member of Delta Sigma Theta Sorority, Incorporated and Jack and Jill of America. Andrea enjoys sports, music, and the performing arts and spends her spare time cheering on her children in these areas. She resides in Somerset with her husband, son and daughter.