Derek Gray Financial Advisor at Edward Jones

06/02/2026

We all have different things that are important to us. Take 3 minutes for our quiz to help determine which goals matter most to you. Then let’s discuss how to help you make those financial goals a reality: https://bit.ly/4egLWOR

05/24/2026

Markets are reaching new highs—but is your portfolio prepared for what comes next? Portfolio Strategist Tom Larm breaks down what’s behind recent market gains and explains how a disciplined, goal-focused approach can help position your portfolio for the future.

https://bit.ly/4e237nd

05/21/2026

I do more than help you invest — I help you plan. I offer fiduciary, comprehensive financial planning with actionable guidance for your goals, cash flow and legacy. See if it’s right for you.

Discover the power of planning: https://bit.ly/3Rzd6aT

05/16/2026

In honor of going to a ball game this weekend, how do you like to spend your Saturday afternoons?
Derek Gray
Edward Jones
419.547.3500

05/13/2026

New job? What should you do with your 401(k)? Here are four potential options for your 401(k) when leaving an employer.

Rolling over a 401(k) into a new or existing traditional or Roth IRA is just one option to consider. Options include roll it, leave it, move it, or take it.

05/11/2026

Questions about investing? Just getting started or thinking about retirement?
Lets discuss further! Give me a call.
Edward Jones
419.547.3500

05/08/2026

Whether you’re changing jobs or retiring, you have options with your 401(k). You may want to move it to your new employer, roll it over to an IRA or cash it out. Let’s talk, so you can move forward with confidence.

Derek Gray
419.547.3500
137 W Buckeye Street, Clyde, Ohio 43410

05/07/2026

Big life changes can bring big financial questions. Marriage, a new child, divorce or the loss of a loved one can all impact your estate plan—and may signal it’s time for a check-in.

Learn which moments matter most and how to help keep your wishes up to date: https://bit.ly/3QMZ3yj

04/29/2026

Changing Jobs? Retiring? Or just getting started?
Let's discuss further. Give me a call.

04/28/2026

Lets discuss further. Give me a call today.
419.547.3500