Trinity Gray

Trinity Gray is a seasoned financial services professional with over 15 years of experience in the wealth management industry.

With a career spanning since 2004, Trinity has held various roles in top-tier firms, showcasing expertise in client relationship building, performance management, and wealth management.

As a Wealth Solutions Specialist at Envestnet, Trinity excels in helping financial advisors leverage the Envestnet Wealth Management platform to enhance their services and optimize client financial wellness.

Beyond her corporate role, Trinity actively seeks opportunities to contribute to non-profit boards, with particular interest in organizations promoting financial literacy, economic development, and disability awareness.

Her skill set includes client relationship building, job coaching, wealth management, and financial guidance, among others, making her a valuable asset to any organization seeking expertise in these areas.

Trinity Gray's background includes leadership roles at Thrivent, TIAA, Vanguard, Bank of America Merrill Lynch, Merrill Lynch, and Morgan Stanley. She has also been a Sponsored Professional Track and Field Athlete at Nike.