Tad Gray, CFP®, CIMA®
With a background in music, Tad Gray brings a diverse skill set to the practice of wealth management at Buckingham Strategic Wealth. He received a music degree from the University of Colorado and enjoyed further musical studies at Aspen, Banff, and Yale. After earning an MBA from the Wharton School, he served in leadership and business development roles in corporate banking, derivatives, and capital markets with Bank of America and Wells Fargo.
Tad transitioned to personal wealth management to more directly impact people’s lives. He enjoys seeing people experience “aha” moments when they become empowered to make changes that will truly impact their family’s future in a positive way. Tad is passionate about helping others create the future they want and fulfilling their most important promises. He holds the Certified Investment Management Analyst® designation. A CERTIFIED FINANCIAL PLANNER™ professional, Tad has held leadership positions with the Financial Planning Association of Illinois, including as president of the North Shore Council.
Tad is also a certified leadership coach and serves people by co-creating behaviors and habits to achieve a greater impact in their relationships, families, organizations, and communities. In particular, he helps arts leaders and musicians grow professionally and fully realize their artistic visions through workshops and seminars on leadership and personal financial management.
In his free time, Tad serves on the board of directors for the Chicago-based Fifth House Ensemble, an 11-person chamber music group focused on redefining the classical music experience and cultivating social change in the community. Tad lives in Wilmette with his wife, a violinist and teacher. As a clarinetist, he enjoys playing chamber music with his musical family and others.