Trevor Gray is an independent advisor for Kingsview Partners in Blacksburg, Virginia. He is a former Edward Jones advisor with 14 years of experience and joined Kingsview’s independent platform in 2024.
Education and Career
Trevor graduated from Radford University with a BA in Economics. He holds credentials as a CFP® (Certified Financial Planner) and AAMS™ (Accredited Asset Management Specialist™). He has also been featured in Forbes for both Top Wealth Advisors Best-In-State and Top Next-Gen Wealth Advisors Best-in-State.
• Forbes Best-in-State Wealth Advisors, 2024
• Forbes Top Next-Gen Wealth Advisors Best-in-State, 2023
Building Relationships, Achieving Goals
As a second-generation financial advisor, Trevor saw firsthand the positive impact being an advisor could have on client’s lives. “I grew up in a financial household,” says Trevor, “it’s something that has always been familiar to me.” Trevor is committed to building strong relationships with his clients and takes great pride in finding strategies for improving their financial well-being.
“Knowing clients on a personal level is essential for gaining a firm understanding of their unique financial goals.”
Life Beyond Finances
Trevor and his wife, Mallory, reside in Blacksburg with their three children. He enjoys spending time with friends and family, dining, and the occasional round of golf.
2024 Forbes Best-In-State Wealth Advisors, published April 2024, research by SHOOK Research LLC, data as of June 2023. Compensation provided for using, not obtaining the rating. The rating is not based on quality of investment advice, investment performance or client feedback. 2023 Forbes Top Next-Gen Wealth Advisors Best-in-State, published August 2023, research by SHOOK Research LLC, data as of March 2023. Compensation provided for using, not obtaining, the rating. The rating is not based on quality o f investment advice, investment performance or client feedback. Forbes Best-in-State Wealth Advisors and Top Next-Gen Wealth Advisors Best-in-State rankings were developed by SHOOK Research and are based on in-person, virtual, and telephone due diligence meetings to measure best practices, client retention, industry experience, credentials, review of compliance records, firm nominations; and quantitative criteria, such as: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. SHOOK’s research and rankings provide opinions intended to help investors choose the right financial advisor and are not indicative of future performance or representative of any one client’s experience. Past performance is not an indication of future results. Neither Forbes nor SHOOK Research receive compensation in exchange for placement on the ranking. For more information, please see www.SHOOKresearch.com. SHOOK is a registered trademark of SHOOK Research, LLC.