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THE FINANCIAL CENTER1215 FOURTH AVENUE
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Senior Financial Advisor
Senior Vice President - Investments
Senior Vice President - Wealth Management
Wealth Management Advisor
Assistant Vice President
Registered Client Associate
Our MissionAt the Donnelly Gray Group, we empower clients to pursue their passions by providing wealth management strategies that simplify their lives and help them toward achieving their life goals.We are committed to designing investment strategies that reflect our client's values, including SRI, ESG, Carbon Divestment and other Values Based Investment approaches.Our ApproachWe work with clients using a disciplined, goals-based planning process. We begin with an in-depth and ongoing conversation to understand their attitudes toward investing and current financial situation. We then help clients articulate and prioritize their financial needs and goals. With this information, we provide planning advice and guidance to meet their goals. Finally, we implement the strategy and review progress toward those goals, making periodic adjustments as needed over time.Our ServicesOur group has over one hundred years of combined financial industry experience through a variety of market conditions. Drawing upon the breadth and depth of Merrill Lynch's wealth management platform and with access to Bank of America's banking services, we offer a broad range of capabilities to help you reach your goals. Retirement Strategies Trust & Estate Transfer Strategies Gifting Strategies Credit & Liability Analysis Business Strategies - Retirement Plans, Financing, Banking Discretionary Asset ManagementOur Client CommitmentOur most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. At Merrill Lynch, we have access to a wide range of resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.
Financial AdvisorsWilliam L. DonnellySenior Vice President-Wealth ManagementSenior Financial AdvisorBill received his Ph.D. in Sociology following graduate studies at The Pennsylvania State University and the University of Illinois. He previously held positions as Research Consultant for Abt Associates in Cambridge MA and on the faculty at the University of Washington. Bill has worked in the financial services industry since 1983. Active in the environmental community, Bill has served on the boards of the Washington Environmental Council, Conservation Northwest, Resource Media and Basel Action Network. He lives on Lake Union, Seattle with his daughter Mackenzie.Darren D. Gray, CFP®Senior Vice President-Wealth ManagementWealth Management AdvisorPortfolio ManagerDarren received his M.B.A. from the University of Chicago, Graduate school of Business and earned a Bachelor of Arts in Economics from the University of Washington. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. Darren has worked in the financial services industry since 2002. He is a Guardian member for Alaska Wilderness League, a former board member of the Washington Environmental Council, a Summer Search mentor and an advocate for children’s rights and education. Darren is a Washington native and resides lives in Seattle with his wife and two daughters. Jose (Joe) L. Rojas Jr., CFP®Wealth Management AdvisorSenior Portfolio AdvisorJoe has a background in wealth planning, securities and insurance, and holds a Bachelor of Arts Degree in Economics from San Diego State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., and has worked in the financial services industry since 1998. Joe resides in Spanaway with his wife and three children. Laura M. Robert, CFP®Wealth Management AdvisorSenior Portfolio AdvisorLaura holds a Bachelor of Science from Central Washington University in Business Administration, specializing in Finance and Human Resource Management. She holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., and has worked in the financial services industry since 1986. Laura resides in Seattle with her husband.Team Client AssociatesEmily SchwartzRegistered Client AssociateEmily holds a Bachelor of Science from Santa Clara University in Finance. She has worked in the financial services industry since 2009 and is responsible for client relationship management. Emily is native to Seattle, and prefers to spend her weekends exploring the beauties of the Pacific Northwest. Nicole BarkerClient AssociateNicole holds a Bachelor of Arts and Science from the University of Washington and an Associates degree from Bellevue College. She has worked in the financial services industry since 2011 and handles account administration and client relations for our group. Nicole is a Seattle native who enjoys experiencing different cultures through travel and great food. She has an appreciation for the outdoors and all mother nature except spiders. Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Darren Gray is registered to do business in : AZ, CA, CO, CT, FL, GA, HI, MA, MD, ME, MI, MT, NC, NJ, NV, NY, OR, SC, UT, VA, WA
William Donnelly is registered to do business in : AZ, CA, CO, CT, FL, GA, HI, MA, MD, ME, MI, NC, NJ, NV, NY, OR, SC, UT, VA, WA
Jose (Joe) Rojas Jr is registered to do business in : AL, AZ, CA, CO, CT, FL, GA, HI, MA, MD, ME, MI, NC, NJ, NV, NY, OR, SC, UT, VA, WA
Laura Robert is registered to do business in : AZ, CA, CO, CT, FL, GA, HI, MA, MD, ME, MI, NC, NJ, NV, NY, OR, SC, UT, VA, WA
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