The Donnelly Gray Group

The Donnelly Gray Group



Global Wealth Management

THE FINANCIAL CENTER
1215 FOURTH AVENUE
Suite 2600
SEATTLE, 
WA  98161

Directions to Branch
Phone: (206) 464-4336

Email:  

PROFESSIONAL STAFF

(206) 464-2835 Senior Financial Advisor
(206) 464-8578 Wealth Management Advisor
(206) 464-4336 Financial Advisor
(206) 464-4311 Financial Advisor
(206) 464-2821 Financial Advisor
(206) 464-3587 Registered Client Associate

Professional Profile

Our Mission

At the Donnelly Gray Group, we design and implement wealth management strategies that serve our clients’ interests, simplifying their lives, allowing them to focus on the pursuit of their passions.

Our Approach

We are committed to a disciplined, goals-based planning process. In addition, The Donnelly Gray Group employs a sustainable and responsible investment (SRI) approach to implement recommendations that reflect our clients’ values.

We begin with an in-depth and ongoing conversation with our clients to understand their attitudes toward investing and to assess their financial situation, followed by articulating and prioritizing their financial needs and goals. With that information we design and refine a customized investment approach to help them towards meeting their goals. Partnering with our clients we then implement that strategy and review progress towards those goals, making periodic adjustments as needed along the way.

Our Services

Our group has over ninety years of combined financial industry experience through a variety of market conditions. Drawing upon the breadth and depth of Merrill Lynch's wealth management platform and with access to Bank of America's banking services, we offer a broad range of capabilities to help you reach your goals.

• Retirement Strategies
• Credit & Liability Analysis
• Trust & Estate Transfer Strategies
• Gifting Strategies
• Business Strategies - Financing, Banking, Retirement Plans
• Discretionary Asset Management

Our Client Commitment

Our most deeply held principle at Merrill Lynch is that clients come first, and our team is proud to be part of that tradition. At Merrill Lynch, we have access to a wide range of resources that include planning expertise, investment strategies and state-of-the-art technology designed to streamline any financial picture. Let us put them to work for you.

Financial Advisors

William L. Donnelly
Senior Vice President-Wealth Management
Financial Advisor


Bill received his Ph.D. in Sociology following graduate studies at The Pennsylvania State University and the University of Illinois. He previously held positions as Research Consultant for Abt Associates in Cambridge MA and on the faculty at the University of Washington. Bill has worked in the financial services industry since 1983. Active in the environmental community, Bill has served on the boards of the Washington Environmental Council, Conservation Northwest, Resource Media and Basel Action Network. He lives on Lake Union, Seattle with his daughter Mackenzie.

Darren D. Gray, CFP®
First Vice President - Wealth Management
Wealth Management Advisor
Portfolio Manager, PIA Program


Darren received his M.B.A. from the University of Chicago, Graduate school of Business and earned a Bachelor of Arts in Economics from the University of Washington. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc. Darren has worked in the financial services industry since 2002. He is a committee member for Arms Around Bainbridge, a former board member of the Washington Environmental Council, and is an advocate for children’s rights through his support of CASA and the Mockingbird Society. Darren is a Washington native and resides on Bainbridge Island with his wife and two daughters.

Jose (Joe) L. Rojas Jr., CFP®
Financial Advisor
Portfolio Advisor, PIA Program


Joe has a background in wealth planning, securities and insurance, and holds a Bachelor of Arts Degree in Economics from San Diego State University. He holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., and has worked in the financial services industry since 1998. Joe resides in Spanaway with his wife and three children.

Laura M. Robert, CFP®
Financial Advisor

Laura holds a Bachelor of Science from Central Washington University in Business Administration, specializing in Finance and Human Resource Management. She holds the CERTIFIED FINANCIAL PLANNER™ certification from the Certified Financial Planner Board of Standards, Inc., and has worked in the financial services industry since 1986. Laura resides in Seattle with her husband.

Robert (Bobby) Gentry
Financial Advisor

Bobby received his M.B.A. from Eastern Washington University, Graduate School of Business and earned a Bachelor of Arts in Business from Eastern Washington University as well. While attending EWU, Bobby played Linebacker for the National Champion EWU football team. Bobby is a Seattle native and lives in Des Moines with his wife.

Team Client Associate

Nancy Gibson
Registered Client Associate

Nancy holds a Bachelor of Arts from Rocky Mountain College in English Education and Music. She has worked in the financial services industry since 2000 after having been a teacher and a medical transcriptionist. Originally from the Treasure State, she has a son, a daughter and two grandchildren. Nancy enjoys playing the piano and golf.

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

Darren Gray is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, ME, MI, MN, NC, ND, NJ, NV, NY, OR, SC, UT, VA, WA

William Donnelly is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, HI, IL, MA, MD, ME, MI, MN, NC, ND, NJ, NV, NY, OR, SC, UT, VA, WA

Jose (Joe) Rojas Jr is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, ME, MI, MN, NC, ND, NJ, NV, NY, OR, SC, UT, VA, WA

Laura Robert is registered to do business in:AZ, CA, CO, CT, DC, FL, GA, HI, ID, IL, MA, MD, ME, MI, MN, NC, ND, NJ, NV, NY, OR, SC, UT, VA, WA

Robert Gentry is registered to do business in:CA, CO, GA, IL, NJ, NY, OR, WA

For questions regarding registration information please contact your Financial Advisor.
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