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Ray Englebert, Ctfa is listed as Vice President, Financial Advisor at Merrill Lynch Wealth Management, a company with 45157 employees, based in Statesville, North Carolina, United States. AeroLeads shows a work email signal at ml.com and a matched LinkedIn profile for Ray Englebert, Ctfa.
Ray Englebert, Ctfa previously worked as Financial Advisor, Vice President at Merrill Lynch Wealth Management and Financial Advisor, Vice President at Merrill Lynch Wealth Management. Ray Englebert, Ctfa holds Bachelor'S Degree from Campbell University.
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AeroLeads found 1 current-domain work email signal for Ray Englebert, Ctfa. Compare company email patterns before reaching out.
My background is rare among financial advisors. You see, most of my 23-year career has been spent as a trust officer. Given that experience, I deliver a fresh perspective to clients looking to preserve, insulate and pass along wealth in a tax efficient manner.MY CLIENTS ARE MY PEOPLE – NEIGHBORS, GOOD FRIENDS AND OTHERS FROM COAST TO COAST. While I was born, raised and live in Statesville, my circle of clients has grown to include business owners and their families, younger couples accumulating wealth, individuals about to retire and others I've helped retire comfortably – residing locally and across the U.S. MY JOB IS ABOUT HELPING "GOOD PEOPLE DO GOOD THINGS" FOR THE PEOPLE THEY LOVE. Talking with both spouses whenever possible, I want to hear what brings them joy and what worries them. Before ever discussing their finances, I need to appreciate their values, visions, and these key areas in a client's financial life:• Short- and long-term goals (buying a home, funding retirement, a child's education or a worthy cause).• Family. Is a client responsible for a spouse, children, or elderly parent? Should a trust be considered? • Other advisors. I try to align my strategies with clients' CPAs, attorneys and insurance agents. • Legacy. Do clients have a will, trust, or power of attorney? Do those documents reflect current goals?• Assets and liabilities. I examine both sides of clients' balance sheets to help minimize debt and enhance cash flow.WHAT MAKES ME PROUD?I hold the Certified Trust and Fiduciary Advisor designation*, a Bachelor's degree from Campbell University in Trust & Wealth Management, and a place in my heart for my community. I volunteer with the Boys & Girls Club of the Piedmont, United Way of Iredell County and Council on Aging (Meals on Wheels). I am also a member of Rotary Club of Statesville. My wife, Katherine, and I have three daughters and enjoy hiking, camping and any activity that brings us together. *Certified Trust and Fiduciary Advisor (CTFA) certification is issued by the ABA Institute of Certified Bankers
Listed skills include Wealth Management, Estate Planning, Banking, Risk Management, and 18 others.
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I utilize the firm's Chief Investment Office models. Client portfolios may include stocks, bonds, ETFs, mutual funds and alternative investments. Clients have access to Bank of America for residential, securities-based lending and business banking services. NMLS ID 2268459. Disclosure: Some or all alternative investment programs may not be in the best.
I utilize the firm's Chief Investment Office models. Client portfolios may include stocks, bonds, ETFs, mutual funds and alternative investments. Clients have access to Bank of America for residential, securities-based lending and business banking services. NMLS ID 2268459. Disclosure: Some or all alternative investment programs may not be in the best.
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Alexander Lamont
Colleague at Merrill Lynch Wealth Management
Palo Alto, California, United States, United States
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Bradley Cardwell
Colleague at Merrill Lynch Wealth Management
Huntsville, Alabama, United States, United States
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Sophia Karel
Colleague at Merrill Lynch Wealth Management
Baltimore, Maryland, United States, United States
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Rahul Khanna
Colleague at Merrill Lynch Wealth Management
Sweden, Sweden
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Siti Haryani Fields
Colleague at Merrill Lynch Wealth Management
Singapore, Singapore
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Abigail Jenkins
Colleague at Merrill Lynch Wealth Management
Fort Worth, Texas, United States, United States
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Jill Brooker
Colleague at Merrill Lynch Wealth Management
Plainsboro, New Jersey, United States, United States
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Susan Bogaczyk
Colleague at Merrill Lynch Wealth Management
Raleigh, North Carolina, United States, United States
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JA
Jim Ambrose
Colleague at Merrill Lynch Wealth Management
Omaha, Nebraska, United States, United States
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AC
Andrew Cloninger, Cfp®
Colleague at Merrill Lynch Wealth Management
Sacramento, California, United States, United States
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Quick answers generated from the profile data available on this page.
Ray Englebert, Ctfa works for Merrill Lynch Wealth Management.
Ray Englebert, Ctfa is listed as Vice President, Financial Advisor at Merrill Lynch Wealth Management.
AeroLeads has found 1 work email signal at @ml.com for Ray Englebert, Ctfa at Merrill Lynch Wealth Management.
Ray Englebert, Ctfa is based in Statesville, North Carolina, United States while working with Merrill Lynch Wealth Management.
Ray Englebert, Ctfa has worked for Merrill Lynch Wealth Management.
Ray Englebert, Ctfa's colleagues at Merrill Lynch Wealth Management include Alexander Lamont, Bradley Cardwell, Sophia Karel, Rahul Khanna, and Siti Haryani Fields.
You can use AeroLeads to view verified contact signals for Ray Englebert, Ctfa at Merrill Lynch Wealth Management, including work email, phone, and LinkedIn data when available.
Ray Englebert, Ctfa holds Bachelor'S Degree from Campbell University.
Ray Englebert, Ctfa is listed with skills including Wealth Management, Estate Planning, Banking, Risk Management, Financial Planning, Investments, Strategic Financial Planning, and Planned Giving.
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