NRV Blueprint March 2025
Kingsview Partners welcomes Partner | Wealth Manager Trevor Gray, CFP ® , AAMS ® Located in Blacksburg, Virginia, Trevor Gray, CFP®, AAMS® holds credentials as a CFP® (Certified Financial Planner) and AAMS™ (Accredited Asset Management Specialist™). He has also been featured in Forbes as a top wealth advisor. With 14 years of experience, Trevor brings an extensive amount of knowledge around financial planning. Trevor is committed to building strong relationships with his clients and takes great pride in finding strategies for improving their financial well-being. As a second-generation financial advisor, he knows firsthand the positive impact being an advisor can have on client’s lives.
Trevor Gray, CFP®, AAMS® — Partner | Wealth Manager o : (540) 527-2610 | tgray@kingsview.com 250 South Main Street, Suite 320 | Blacksburg, VA 24060 kingsview.com/trevor-gray
2 Registration does not constitute an endorsement of the firm by the SEC nor does it indicate that KWM has attained a particular level of skill or ability. Information presented is for educational purposes only and does not intend to make an offer or solicitation for the sale or purchase of any specific securities, investments, or investment strategies. Investments involve risk and unless otherwise stated, are not guaranteed. Forbes recognized Trevor Gray as one of their “Best-In-State Wealth Advisors for 2024. Rankings are based on data compiled by Shook Research, LLC, based on the time period from June 2022 - June 2023. Investment advisory services offered through Kingsview Wealth Management, LLC (“KWM”), an SEC Registered Investment Adviser. Insurance products and services are offered and sold through Kingsview Trust and Insurance Services (“KTI”), by individually licensed and appointed insurance agents. KWM and KTI are wholly owned subsidiaries of Kingsview Partners, LLC. Kingsview Wealth Management (“KWM”) is an investment adviser registered with the Securities and Exchange Commission (“SEC”).
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