Diova (Dee Dee) Gray – is an Investment Planner with LPL Financial and Partner at Main Street Wealth Group. Dee Dee describes her approach to the financial services profession as client centric. She is committed to always doing what is in her clients’ best interest. “My client relationship is built on trust and strengthened by presenting unbiased advice, independent of a parent company agenda or mandate.” Dee Dee believes financial security is among her clients’ top goals for life and is committed to providing comprehensive planning and investment management to Individuals, Families, & Businesses to support those goals.
Professionally, Dee Dee began her financial services career in 2000 with Edward D. Jones & Co. as a Registered Representative. Opening her office and building an investment services practice during the 2000-02 recession and its aftermath prepared her well for the challenges of wealth accumulation, wealth management and preservation of assets for her clients. Dee Dee moved her practice to LPL Financial in 2005 to provide her clients truly independent and unbiased advice while gaining the collaborative environment three partners and two client service assistants provided. The creation of Main Street Wealth Group in 2011 brought the team together to provide opportunistic, tactical and preservation strategies to asset management in this increasingly complex financial world. Her financial experience includes: Investment Portfolio Management, Wealth Management, Retirement Planning, Financial Planning, Asset Protection Strategies, and Tax Planning.
Dee Dee was born and began school in southern CA. and for family health reasons later moved to the hot dry climate of Arizona. In 1992 she followed other family members to Woodland after a law enforcement career with the State of Arizona and graduating Magna Cum Laude from the University of Arizona with a Bachelor of Science degree in Business Administration. Dee Dee obtained her certificate in Personal Financial Planning Education Program from University of California, Davis in 2000. Dee Dee holds her Securities Series 7, 63, and 66 registrations with LPL Financial and also has her life and annuity insurance licenses.
Dee Dee enjoys long distance touring on her BMW motorcycle, RVing, gardening and “weekend warrior” projects around the house. She is a past President of Woodland Kiwanis, Director of Gold Country Riders and President of Business Network of Yolo County.
CA Insurance Lic. # 0D27251