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Rick Gray, Financial Advisor

FINANCIAL ADVISOR
Rick Gray

CFP®, AAMS™
2102 North Pearl Suite 107, Tacoma, WA 98406opens in a new window
Client by Referral
Serving clients with $250,000
CallSend Me a Message

Focus Areas

  • Wealth Strategies
  • Retirement Income Strategies
  • Intergenerational Planning
  • Estate & Legacy Strategies
  • Charitable Giving
  • Special Needs Financial Considerations

About Rick

In 2003, I had the opportunity to transition into a career at Edward Jones and move back to the neighborhood that my wife and I grew up in. This afforded me the opportunity to raise our kids in the same area and go to the same schools that we did, as well as their grandparents and great grandparents! We are now adding another generation of Tacoma residents with my three grandchildren living in the area.

What I love most about being a financial advisor is serving people in a meaningful way and helping them strategically plan for what is important...

Work History

  • Edward JonesAugust 2003 to Current

Certifications

  • CFP®

    CERTIFIED FINANCIAL PLANNER™

  • AAMS™

    Accredited Asset Management Specialist™

Education

  • Northwest CollegeBachelors

Personal Interests

  • Woodworking
  • Music
  • Culinary Arts
  • Traveling
  • Gardening

Team Members

  • Olga Wynkoop
    Sr. Branch Office Administrator
    FPQP®

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 08:00AM - 04:30PM
Tue 08:00AM - 04:30PM
Wed 08:00AM - 04:30PM
Thu 08:00AM - 04:30PM
Fri Closed for Holiday
Sat Closed
Sun Closed

Phone

(253) 759-1883

Fax

(888) 265-2881

Office Address

2102 North Pearl Suite 107
Tacoma, WA 98406opens in a new window

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