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David G
CFP®, Series 66
Mendham, NJ
Parisi Gray Wealth Management, LLC
David Gray is a CFP® with 17 years of industry experience and is a partner at Parisi Gray Wealth Management, LLC. His prior experience includes roles at Purshe Kaplan Sterling Investments and Merrill Lynch. Outside of his advisory work, he is also a licensed independent insurance agent offering fixed insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach incorporating fundamental, technical, and cyclical analysis, managing approximately $796 million in client assets.
John P
Series 63, Series 65
Mendham, NJ
Parisi Gray Wealth Management, LLC
John Parisi Sr. is a financial advisor with Parisi Gray Wealth Management, LLC in Mendham, NJ, holding Series 63 and Series 65 credentials and bringing 36 years of industry experience. His prior roles include positions at Merrill and Purshe Kaplan Sterling Investments. Outside of his advisory work, he is also a licensed insurance agent offering fixed and life insurance solutions. Parisi Gray Wealth Management provides wealth management, discretionary investment management, and financial planning services for individuals, high-net-worth clients, trusts, estates, and businesses. The firm employs a primarily long-term investment approach utilizing fundamental, technical, and cyclical analysis, with portfolios that may include mutual funds, ETFs, individual securities, options, and derivatives.
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