John Ray

John Ray Email and Phone Number

Personal Wealth Advisor at BIP Wealth, LLC @ BIP Wealth
atlanta, georgia, united states
John Ray's Location
Alpharetta, Georgia, United States, United States
John Ray's Contact Details

John Ray personal email

n/a

John Ray phone numbers

About John Ray

Many firms say they can manage your wealth. Few can help you create it. At BIP Wealth, we concentrate on both. While other firms focus on selling, we’re relentlessly focused on the science of investing. Our singular goal is to help you succeed in creating and managing your wealth. In pursuit of this goal we are propelled by a unique blend of science-based investment methodologies, a focus on technology innovation, and a deep commitment to openness and transparency. The BIP Wealth Creation Engine delivers smart, insightful strategies for the complex needs of our clients, and an engaging, dynamic and rewarding client experience. At BIP Wealth, we believe performance matters. We believe in diligence, hard work and that every idea should drive better results. We believe personal relationships are vital to success – that’s why we listen, collaborate, and build solutions together. From goal-based planning to sophisticated investment management, we design every strategy to go beyond what’s expected. We’ve built one of the Southeast’s leading private equity practices, offering our clients direct access to the community that is driving innovation in Atlanta and across the Southeast. Wealth has the power to do great things. That’s why we’re constantly working and consistently innovating to make your money go further. We are not your typical wealth management firm. We are driven towards excellence. We are Engineered to Perform.

John Ray's Current Company Details
BIP Wealth

Bip Wealth

View
Personal Wealth Advisor at BIP Wealth, LLC
atlanta, georgia, united states
Website:
bipwealth.com
Employees:
31
John Ray Work Experience Details
  • Bip Wealth
    Personal Wealth Advisor
    Bip Wealth Apr 2014 - Present
    Atlanta, Georgia
    I assist wealthy individuals with customized financial planning, management of public market investments, and access to private debt/equity, as appropriate. Currently, I am accepting new clients.
  • Level Creek Wealth Management
    Managing Principal
    Level Creek Wealth Management Apr 2011 - Apr 2014
    Atlanta, Georgia
    Wealth Management and Insurance consultant to individuals and businesses.
  • Bny Mellon Wealth Management
    Director
    Bny Mellon Wealth Management Feb 2009 - Apr 2011
    Atlanta, Georgia, United States
    Director for BNY Mellon Wealth Management, responsible for new business development in the Southeast region of the U.S. Worked with individuals and families to identify how BNY Mellon Wealth Management’s capabilities could help them reach their wealth management goals.
  • Bernstein Global Wealth Management
    Vice President
    Bernstein Global Wealth Management Mar 2007 - Nov 2008
    Atlanta, Georgia, United States
  • At&T
    Sales Director
    At&T 1995 - 2007
    Birmingham, Al And Atlanta, Ga
  • Pitney Bowes
    Area Sales Specialist
    Pitney Bowes 1994 - 1995
    Birmingham, Alabama, United States
  • Procter & Gamble
    Sales Representative
    Procter & Gamble 1992 - 1994
    Birmingham, Alabama, United States

John Ray Skills

Estate Planning New Business Development Wealth Management Financial Planning Real Estate Insurance Investments Succession Planning Financial Analysis Sales Management Business Planning Trusts Portfolio Management Financial Management Equities Public Speaking Hedge Funds Asset Allocation Telecommunication Services Fiber Optics Private Banking Mergers And Acquisitions Management Strategic Financial Planning Business Development Strategy Start Ups Telecommunications

John Ray Education Details

Frequently Asked Questions about John Ray

What company does John Ray work for?

John Ray works for Bip Wealth

What is John Ray's role at the current company?

John Ray's current role is Personal Wealth Advisor at BIP Wealth, LLC.

What is John Ray's email address?

John Ray's email address is jr****@****nts.com

What is John Ray's direct phone number?

John Ray's direct phone number is +167832*****

What schools did John Ray attend?

John Ray attended Emory University, Birmingham School Of Law, University Of South Carolina Darla Moore School Of Business, Vestavia Hills High School.

What skills is John Ray known for?

John Ray has skills like Estate Planning, New Business Development, Wealth Management, Financial Planning, Real Estate, Insurance, Investments, Succession Planning, Financial Analysis, Sales Management, Business Planning, Trusts.

Who are John Ray's colleagues?

John Ray's colleagues are Rəşad Hətəmov, Bip Wealth Client Care, Mary Pemberton, Taylor Williams, Cfp®, Mikhail Harmon, Michel Cowdery, Charles Crowley, Cfp®, Aif®.

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