Ray provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investment planning, life insurance, retirement and estate planning, and family financial planning.
Working closely with each client, Ray uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Ray monitors the plan’s performance on an ongoing basis.
Ray has been named to LPL’s Chairman’s Council. This distinction is given by LPL Financial to top advisors based on their annual production compared to more than 18,000 registered LPL advisors nationwide. It reflects Ray’s ability to provide the personalized financial advice and service his clients need to pursue their financial goals. In 2018 and 2019 Ray was chosen as a Five Star Wealth Manager. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors* .
Ray is a graduate of Assumption College where he received a BA degree in Management. He also is a Certified Employee Benefits Specialist (CEBS), a designation earned from the Wharton School of Business at the University of Pennsylvania. Ray is also a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU), and a Financial Services Certified Professional (FSCP), each of which he received from American College.
In his free time, Ray enjoys coaching youth sports in his hometown of Avon, as well as spending time outdoors alpine skiing and mountain biking with his family.
Ray’s FINRA registrations held with LPL Financial:
SERIES 7, 24, 63, 65 LIFE & HEALTH
* Wealth managers do not pay a fee to be considered or placed on the final list of 2018 and 2019 Five Star Wealth Managers.