Ray is responsible for overseeing the Financial Planning Process within the Wealth Management Division, and specializes in delivering comprehensive Wealth Management strategies to his clients. Ray is passionate about the Financial Planning Process, and works with the Wealth team to develop, analyze and maintain financial plans for our financially complex clients and their families.
As a Qualified Plan Strategist, Ray also works closely with business owners and executive teams to provide guidance regarding plan design options, evaluating record keepers, benchmarking fees, and understanding their fiduciary responsibilities.
Ray has been a CERTIFIED FINANCIAL PLANNER™ (1) professional since 2006 and also holds the Accredited Investment Fiduciary (AIF®)(2) designation. Prior to joining Seacoast Investment Services, Ray held positions at Wachovia and BB&T.