Ray has an MBA and has been in the Financial Services Industry since 1987, eight years spent in corporate accounting as a corporate controller for a Fortune 500 company, and 25 years as a financial planner. Ray works with corporate executives and retirees offering his knowledge on income planning and uses investment products to assist clients with current and future goals.
Ray is a Founding Partner of Beacon Financial Partners.
Advisory services offered through Beacon Financial Advisory, LLC and Capital Analysts, Registered Investment Advisers.Securities offered through Lincoln Investment, Broker/Dealer, Member FINRA/SIPC. www.lincolninvestment.comBeacon Financial Advisory, LLC/Beacon Financial Partners, BeaconCFO, and the above firms are independent and non-affiliated.
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