ANDREA GRAY, CRPC®

MANAGING DIRECTOR
WEALTH MANAGEMENT

Andrea joined Momentum as a Managing Director in 2021 bringing 25 years of financial services experience.   Prior to that, she held progressive leadership roles at Deloitte & Touche, The Bessemer Group, and most recently, Merrill Wealth Management as a Financial Advisor.  Utilizing a goals-based approach, Andrea assists her individual, family, and non-profit clients chart a course to protect, preserve, and grow their wealth.   

Andrea has a passion for financial literacy and education.  She is a highly sought-after presenter, leading several conversations, seminars and workshops for corporate employee and industry resource groups, as well as non-profits serving the community.  

Andrea holds the Charted Retirement Planning Consultant designation from the College for Financial Planning and a Financial Planning Certificate from Fairleigh Dickenson University.  She also holds a Bachelor of Science in Accounting from Hampton University where she was a track & field student athlete.