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portrait of David R Wray
FINANCIAL ADVISOR

David R Wray

AAMS™
801 Arnold Ave Unit 4, Point Pleasant Beach, NJ 08742opens in a new window
Accepting New Clients
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About David

As a financial advisor, I build trusted relationships and provide financial guidance in the best interest of my clients to help them organize, build, protect and transfer their wealth. I have been offering guidance to my clients since 2006, and to better serve them, I earned the Accredited Asset Management Specialist™ (AAMS™) designation.

Using an established process, I build personalized financial strategies for my clients that are designed to help achieve their unique goals. I take the time to ask essential questions and listen intently to truly understand my clients’ needs and goals. I then construct measurable objectives tailored to their...

Focus Areas

  • Retirement Income Strategies
  • Wealth Strategies
  • Entrepreneurs & Business Owners
  • Estate & Legacy Strategies
  • Insurance & Annuities
  • College Savings

Work History

  • Edward JonesApril 2006 to Current

Certifications

  • AAMS™

    Accredited Asset Management Specialist™

Team Members

  • Tiffany Rotolo
    Associate Financial Advisor
  • Mary Beth Stehle
    Sr. Branch Office Administrator
  • Shirley Zytko
    Sr. Branch Office Administrator

Send Me a Message

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Office Information

Hours

Office Hours
WeekdayAvailability
Mon 09:00AM - 05:00PM
Tue 09:00AM - 05:00PM
Wed 09:00AM - 05:00PM
Thu 09:00AM - 05:00PM
Fri 09:00AM - 04:00PM
Sat Closed
Sun Closed

Phone

(732) 892-0573

Fax

(888) 418-0505

Office Address

801 Arnold Ave Unit 4
Point Pleasant Beach, NJ 08742opens in a new window

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