Gretchen Straczewski is a financial advisor with Tred Avon Family Wealth, LLC, holding a Series 66 designation and three years of industry experience. She previously worked at Merrill from 2021 to 2024 and has experience with the Aloha Foundation and educational organizations. Outside of her advisory role, she is employed part-time as a retail associate at Wyndon Distilling in St. Michaels, MD. Tred Avon Family Wealth provides investment management, financial planning, ERISA plan advisory, and independent manager selection for individuals, high-net-worth families, trusts, and institutional clients. The firm manages approximately $432 million, primarily through non-discretionary relationships, and combines diversification, strategic asset allocation, and tactical shifts using a variety of analytical methods and alternative investments.

Frances Spurry is a CFP® with 17 years of industry experience and has been with Tred Avon Family Wealth, LLC since 2014. She holds Series 63 and Series 65 licenses and operates as the sole advisor at the firm. Tred Avon Family Wealth, LLC provides investment management, financial planning, and consulting services to individuals, families, trusts, ERISA plans, and other clients, managing approximately $474 million across nearly 300 accounts. The firm uses a combination of fundamental and technical investment techniques, emphasizing diversification and both active and passive strategies, with a majority of assets managed on a non-discretionary basis.