John holds the position of Managing Partner, and co-founder of Parisi Gray Wealth Management, LLC. PGWM was created in 2016 after a 20-year career as one of the top Financial Advisors at Merrill Lynch. John has been named to Barron’s list of Top Advisors in America six times. In 2021, Parisi Gray ranked as the 7th fastest growing RIA in America, and the first in NJ in the $350mm to $500mm assets under management category.
John began his career at Merrill Lynch in 1988. He spent the first ten years of his career as an Institutional Bond Trader at Merrill Lynch and Lehman Brothers, managing a $1 billion plus bond position, making markets and trading for clients including some of the largest financial institutions and governments around the world. He specialized in trading Investment Grade US Corporate Bonds, Government Bonds and Futures. John also spent time in Merrill’s London Office trading non-dollar high yield government bonds.
In 1998, John moved to Merrill Lynch’s Global Wealth Management division. A Managing Director, he created The Parisi Group to focus on Private Banking and Investment Management for high net worth and ultra-high net worth families. John’s team quickly became one of Merrill Lynch’s most recognized and fastest growing teams in the Merrill Lynch roster of Wealth Advisors. John holds a Certified Investment Management Analyst (CIMA) designation, earned at the Wharton School of Business, and is a member of the Investment Management Consultants Association.
On a personal note, John is the proud father of three adult sons. He lives in Morristown and Bay Head, NJ. John grew up in Ridgewood, NJ, attending Ridgewood High School, where he was a nationally ranked 800-meter runner. He attended Georgetown University on a Track Scholarship. At Georgetown, John majored in Finance, graduating with honors.
John co-founded and developed what has become the Trump National Golf Club in Bedminster, NJ. Over the years, he has served on the club’s Advisory Board and Membership Committee. In his personal time, John enjoys golf, sailing, skiing, reading, and cooking. John is a competitive sailor and a two-time Ironman Triathlon finisher.
Partner, Certified Financial Planner™ Professional
David P. Gray
David holds the position of Partner and Chief Compliance Officer. In 2016 John and David formed Parisi Gray Private Wealth Management, LLC – a Registered Investment Advisory firm. David began his career in 2008 with The Parisi Group at Merrill Lynch in New York, NY. He has been an Investment Associate and Financial Advisor working with John since 2008. From 2012 – 2016 Barron’s named The Parisi Group to the Top 1200 Financial Advisors in America, and the Top 30 in New Jersey. David is a Certified Financial Planner™, a designation awarded by the Certified Financial Planner Board of Standards, Inc. and a Certified Divorce Financial Analyst. He focuses on retirement and financial planning with clients, as well as portfolio construction and reviews.
David is a graduate of The Pennsylvania State University in University Park, PA where he received his B.A. in Marketing and Finance, while earning All-Big Ten Honors for the varsity soccer team.
David has previous experience working at Schuylkill Capital Management in Wealth Advisory, as well as Mercator Advisors, a specialty Public Financing advisory firm, both located in Philadelphia, PA. He is an active runner, successfully completing an Ironman and ten marathons, as well as an avid fly-fisher, particularly on his native Central Pennsylvania streams. He enjoys playing the piano and harmonica, reading, and traveling. David resides in Morristown, NJ with his wife, Cathy, three children: Charlotte, Patrick, and Declan; and Cavalier King Charles, Scout.
Ford is a graduate of Monmouth University in 2013. He majored in Criminal Justice with a minor in Psychology. Upon graduating, Ford pursued a professional running career by joining the NJ/NY Track Club operated by legendary track coach Frank Gagliano. In 2014, Ford placed 5th in the US Championships in the 1500m, which resulted in landing a shoe sponsorship with Hoka One. He went on to compete in the 2016 US Olympic Trials, and has traveled around the world racing, breaking the four-minute mile barrier multiple times, ending his career with a personal best of 3:54. He has since hung up the spikes to join Parisi Gray Wealth Management in 2019. He currently resides in Millburn, NJ with his wife Stephanie and pup Rocky.
Liz is a recent graduate of University of New Orleans receiving her degree in Business Administration with a minor in Management in December of 2022. Liz played Division I Beach Volleyball for her college. She graduated early, earning academic awards each semester and earning her school’s All Academic Hard Hat Award across the entire athletic department. Liz joined the Parisi Gray Group in 2023 after graduation. She enjoys traveling, being active and spending time with family and friends. She currently lives in Long Valley, NJ with her family and pup Stella V.
Daniela joined the Parisi Gray Wealth Management in 2015 and has a B.S. in Business Administration from Liberty University. As a Senior Client Service Associate, Daniela has extensive experience handling complex and demanding service needs for our clients. Daniela enjoys cooking, traveling, and spending time with her son. Daniela currently resides in Northern Virginia.
Chief Administrative Officer, Senior Client Service Associate
Christina M. Sofka
Christina is a graduate of Saint Joseph’s University in Philadelphia, PA where she received her B.A. with a major in Marketing and a minor in Italian. Christina joined the Parisi Group in 2011. Prior to working at Parisi Gray Wealth Management, LLC, Christina worked at Merrill Lynch, and previously before that she worked for Jill Kelly Interiors, LLC. Christina handles client service issues and is the business manager for the Parisi Group. She is a member of the National Italian Honor Society. In her spare time, Christina likes to travel and spend time with her family. Christina currently resides in Westfield, NJ with her husband Ben and baby girl Mia.