Wealth Mangement Advisor

Ray Zick

Ray Zick

Colorado - Seacoast Bank

Address

815 COLORADO AVE
Stuart, FL 34994

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.

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Are you interested in contacting a local, Florida advisor to discuss your individual financial needs? We’d love to speak with you. Schedule a consultation today.

Four Promises. One Goal.

At Seacoast Bank, everything we do is based upon core beliefs summarized in the Four Promises we make to you. When you entrust your banking to us, we promise to:
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Get you comfortable with the right products and the right team to serve you
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Make your day-to-day banking simple
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Resolve out-of-the-ordinary items responsively
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Invest in you and your community