MEET WITH RAY! Choose a Suncoast Credit Union service center below to make a virtual or in-person appointment. For additional locations and availability, please call (866) 300-9382. |
ABOUT
With over 25 years of experience in financial services, I have guided individuals, families, and business owners to build, preserve, and transfer wealth. My experience includes developing comprehensive financial plans, managing investments, and providing strategic guidance to help clients work towards success. As your partner, we will work together to understand your specific short and long-term goals to create a customized financial roadmap.
QUALIFICATIONS
- Holds the Retirement Income Consultant Professional designation.
- Holds FINRA Series SIE, 7, 63, 65 securities licenses with LPL Financial
- Holds Florida life & health insurance licenses
EDUCATION
Graduated from Nova Southeastern University with a Master’s Degree in Organizational Leadership.
PERSONAL
When I’m not advising, I’m teaching personal financial services and FINRA exam testing strategies. You’ll also find me working around the house, playing with my doggies, driving my Trans Am, and sharing time with family.