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Wealth Advisor

NIKI.GRAY@RAYMONDJAMES.COM

 

Niki has a passion for building enduring multigenerational relationships with her clients and their families. She has expertise in comprehensive financial planning services and is knowledgeable in planning for divorce. Driven and empathetic, Niki provides tailored wealth management strategies designed to help clients pursue their unique goals and achieve financial confidence.

Prior to joining the Valliant & Associates team in April 2017, Niki began her financial services career with Merrill Lynch in 2001 as a Registered Senior Client Associate in Wilmington, Delaware, until September 2015 when she moved to the firm's Dover office to join another team as a financial advisor. She has attained the prestigious CERTIFIED FINANCIAL PLANNER™ certification awarded by the Certified Financial Planner Board of Standards, Inc., one of the most respected financial planning credentials among consumers and the recognized standard of excellence in personal financial planning. She also holds the Chartered Retirement Planning CounselorSM (CRPC®) designation and has her licenses for Life, Health, Variable and Long-Term Care insurance.

An active member in her community, Niki attends church and volunteers with Little Mended Hearts and the Wilmington Flower Market. She founded and runs a women's group in Chesapeake City focused on empowering women in the community by facilitating networking and social opportunities through unique events.

Niki is a graduate of Frostburg State University, where she swam for two years and joined Delta Zeta sorority. In her spare time, she can often be found running with her black Labrador retriever, Grady, traveling, reading, practicing yoga or spending time outdoors. Niki resides in Chesapeake City with her two children, Ridgely and Jolie.

Certified Financial Planner Board of Standards, Inc., owns the certification marks CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.

CRPC® and Chartered Retirement Planning CounselorSM are registered service marks of the College for Financial Planning.