Michael Ray

Michael Ray Email and Phone Number

Workplace Planning Associate @ Fidelity Investments
St. Augustine, FL, US
Michael Ray's Location
St Augustine, Florida, United States, United States
About Michael Ray

Dedicated and goal-oriented student with a passion for Wealth Management. Currently double majoring in Finance and Financial Planning at the University of North Florida's Coggin College of Business. Committed to academic excellence, I prioritize my goals and strive to overcome obstacles to achieve success. With a strong desire to serve others and ensure their financial well-being, I aim to obtain my CFP (Certified Financial Planner) certification post-graduation. Eager to apply my knowledge and skills to make a meaningful impact in the world. Lastly, my greatest motivation lies in the realm of financial planning and the profound impact it can have on individuals' lives. I am driven by the opportunity to build lasting relationships with clients, guiding them through their financial journeys, and ultimately providing them with peace of mind and financial security.

Michael Ray's Current Company Details
Fidelity Investments

Fidelity Investments

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Workplace Planning Associate
St. Augustine, FL, US
Michael Ray Work Experience Details
  • Fidelity Investments
    Workplace Planning Associate
    Fidelity Investments
    St. Augustine, Fl, Us
  • Amplified Planning
    Financial Planning Extern
    Amplified Planning May 2024 - Jul 2024
    Jacksonville, Florida, United States
    The ExternshipSupervisor: Hannah Moore, CFP®-Gained hands-on experience in the main areas of financial planning: cash-flow planning, investment planning, retirement planning college and student loan planning, insurance planning, estate planning, and tax planning-Watched real client meetings, conducted financial analyses, and developed client deliverables on eMoney Advisor. -Became certified in eMoney Advisor and gained experience in Asset-Map, Redtail CRM, Morningstar Advisor Workstation, and Income Lab, which included live sessions with representatives from each company.-Learned planning perspectives and best practices from 50+ industry expertsInteracted with guest experts and fellow externs on live calls.-Earned 500 hours toward CFP® Board experience requirements
  • Fidelity Investments
    Customer Relationship Advocate Intern
    Fidelity Investments Jun 2023 - Aug 2023
    Jacksonville, Florida, United States
    •Worked in the Personal Investing unit at Fidelity. This unit provides financial planning, guidance, and educational materials aimed at assisting investors in achieving their financial objectives.•Helped clients with account maintenance while providing account information to their IRA and Brokerage accounts. •Leveraged Sales Force to improve customer experience while effectively communicating across different business units.•Led a Capstone Project about "Financial Literacy and Attracting Younger Investors" and presented it to Mid and Senior-level managers across business units.•Networked with multiple leaders and associates across different channels at Fidelity
  • Tractor Supply Company
    Team Lead Manager
    Tractor Supply Company Jun 2022 - Dec 2022
    St. Johns County, Florida, United States
    During this time, I was in charge of overseeing certain operations of the store while managing and training newly hired team members. (High school and College Job)

Frequently Asked Questions about Michael Ray

What company does Michael Ray work for?

Michael Ray works for Fidelity Investments

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

Michael Ray's current role is Workplace Planning Associate.

What schools did Michael Ray attend?

Michael Ray attended University Of North Florida - Coggin College Of Business, University Of North Florida - Coggin College Of Business, Bartram Trail High School.

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