Merrill Lynch Financial Advisor Lauren Gray
Business details
- Category
- Financial Services · Financial consultant, Financial planner
- Address
- 560 S Winchester Blvd, San Jose, CA 95128
- Phone
- (408) 283-3134
- Website
- advisor.ml.com
- County
- Santa Clara County
Hours
- Monday: 7 AM–3 PM
- Tuesday: 7 AM–3 PM
- Wednesday: 7 AM–3 PM
- Thursday: 7 AM–3 PM
- Friday: 7 AM–3 PM
- Saturday: Closed
- Sunday: Closed
About
Merrill Lynch Financial Advisor Lauren Gray is a financial planning practice serving clients in San Jose and across Santa Clara County, focused on helping individuals and families plan with confidence. We offer financial consulting and planning services designed around each client's goals, whether that means building a long-term investment strategy, preparing for retirement, or organizing savings for the future.
Our approach begins with listening carefully to your situation so we can explain options clearly and build a plan you understand and feel good about. We work with clients at different stages of life, from first-time investors to those managing established portfolios, and we keep communication open so you always know where things stand.
Our team is committed to steady, personal guidance that adapts as your priorities change.
To learn more or to schedule a conversation, visit our website.
Our approach begins with listening carefully to your situation so we can explain options clearly and build a plan you understand and feel good about. We work with clients at different stages of life, from first-time investors to those managing established portfolios, and we keep communication open so you always know where things stand.
Our team is committed to steady, personal guidance that adapts as your priorities change.
To learn more or to schedule a conversation, visit our website.