Senior Vice President-Investments And Senior Portfolio Manager
CurrentRay brings 38 years of experience providing individuals, families and owners of small- to medium-sized businesses with financial planning and wealth management services. Ray has attained the designation of Chartered Retirement Planning CounselorSM and holds Series 7, 8 and 63 securities licenses, as well as an insurance license. He earned a B.B.A. in finance from Stephen F. Austin State University, Nacogdoches, TX.