L. Annie Gray

For Annie, financial planning is about much more than investments and numbers. She believes the best financial advice begins with understanding what matters most to each client and building relationships founded on trust, communication, and genuine care. Every financial decision is connected to a person’s goals, values, and life experiences, and she enjoys helping clients navigate those decisions with clarity and confidence.

Annie joined Wealthway Financial Advisors because she was drawn to the firm’s comprehensive, client-first approach to financial planning. She works with individuals and families on a wide range of financial topics, from retirement planning and investment management to tax planning, estate planning, and major life transitions. She enjoys simplifying complex financial concepts and helping clients feel informed, empowered, and confident in the decisions they make.

Annie has successfully passed the CERTIFIED FINANCIAL PLANNER™ examination and is currently completing the professional experience requirement on her path to earning the CFP® certification. She is passionate about continually expanding her knowledge and staying current with changes in financial planning so she can provide clients with thoughtful, well-researched guidance tailored to their unique situations.

Outside of work, Annie enjoys discovering new coffee shops, spending time at the beach with a good book, going for walks and hikes, and making the most of time with her friends and boyfriend. Whether she’s exploring a new place, enjoying a quiet afternoon by the water, or catching up with the people closest to her, she values experiences that help her slow down and stay connected. She brings that same approachable, relationship-focused mindset to every client interaction, believing that meaningful financial planning is built on understanding each person’s story as much as their financial goals.

Learn more about the team members that make Wealthway the Premier Financial Planning Firm in Hampton Roads.