Ray serves as President and Senior Partner with Southwest Wealth Strategies, LLC. Ray has over 20-years of experience in financial services, working for two of the largest brokerage firms in the industry.
Ray began his career in 1999 as an insurance agent and long-term care specialist. In 2001, Ray became a Financial Advisor with Morgan Stanley, focusing in the areas of retirement and estate planning strategies. From to 2004-2011, Ray was a Financial Advisor and Vice President with Wells Fargo Advisors and its acquired firm Wachovia Securities. Ray joined Southwest Wealth Strategies in 2012.
Ray has built his business over the years guiding clients through the investment process with a focus on the process and not products. Ray emphasizes retirement and estate planning strategies, asset management platforms, and income distribution strategies to help clients achieve their goals.
Ray enjoys spending his free time outdoors – skiing, hiking and fishing. He also enjoys spending time with family and friends.
Education, Licenses and Credentials
Northern Arizona University, 1999
Bachelors of Science in Business Administration – Management
FINRA Series 7, 63, 65 registrations and Arizona Life and Health licenses
CERTIFIED FINANCIAL PLANNER™ professional
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
California Insurance License #: 0I46173
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