Ray Dewitt ,Aams, Crpc, work email
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Ray Dewitt ,Aams, Crpc, personal email
Ray Dewitt ,Aams, Crpc, phone numbers
Ray has over 20 years of experience in the financial services industry helping his clients make educated decisions while working together to develop proactive and tax efficient approaches to their finances. He helps clients determine their personal goals and better comprehend all of the opportunities available to them, then develops realistic strategies for obtaining them. He believes his clients should protect their hard-earned retirement assets while also employing effective strategies to grow their assets to sustain a long and comfortable retirement. His ultimate goal is to guide his clients down a path of success that will help them achieve life-long goals. Whether you're an individual looking for investment real estate, investment strategies, retirement income, or a business owner looking to find an exit strategy and retire or make a change, Ray focuses on helping people invest in real estate, either through a private or direct placement. Maybe you want to find tax strategies for your investing or 1031 exchange programs for accredited real estate investors. Ray will work with you on your terms by offering a broad range of financial products and services including brokerage services and financial planning. Specialties: 1031 Exchange opportunities. Investment management, Retirement planning, , Real Estate Investment Trusts.
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President1031 Dst GroupSalt Lake City, Ut, Us
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Board Of Directors Safari Club International-UtahSafari Club International Apr 2024 - PresentWashington, District Of Columbia, Us -
President1031 Dst Group Dec 2023 - Present
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Managing Director1031 Dst Group Nov 2023 - Jan 2024Passive real estate investing strategies focused on tax savings. 1031 Exchange, Opportunity Zone, Oil and Gas, Cost segregation, Self Directed IRA's
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Managing DirectorBangerter Financial Services, Inc. Dec 2020 - Dec 2023Roseville, Ca, Us -
PresidentDewitt Wealth Management, Llc Jan 2016 - Apr 2019
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Managing Director/ Private Wealth AdvisorUpstream Investment Partners, Llc Aug 2015 - Apr 2019UsBranch Phone: (801) 984-3354Branch Address: 10808 S. River Front Parkway, Ste. 339, South Jordan, UT 84905Securities offered through Sigma Financial Corporation, member FINRA (FINRA.org) and SIPC (SIPC.org). Investment Advisory services offered through Sigma Planning Corporation, a Registered Investment Advisor. Upstream Investment Partners Utah is independent of Sigma Financial Corporation and Sigma Planning Corporation.Content is strictly for general purposes and is not an offer to sell or solicit any security. For regulatory purposes, we cannot respond to e-mails through this site and any individualized follow-up involving either affecting or attempting to affect transactions in securities, or the rendering of personalized investment advice for compensation, will not be made to persons in states where the registered representative is not registered. Third-party posts found on this profile have not been reviewed for accuracy or completeness by nor do they reflect the views of Sigma Financial Corporation, Sigma Planning Corporation or Upstream Investment Partners Utah. Furthermore, to ensure compliance with certain SEC and FINRA rules, we do not use client testimonials on social media sites; this includes receiving and/or posting recommendations or endorsements. -
Financial Advisor-Senior Vice PresidentU.S Bancorp Investments, Inc. Aug 2012 - Sep 2015
Ray Dewitt ,Aams, Crpc, Skills
Ray Dewitt ,Aams, Crpc, Education Details
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College Of Financial PlanningRetirement Planning -
College Of Financial PlanningAsset Management
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Dixie State UniversityCriminal Psychology
Frequently Asked Questions about Ray Dewitt ,Aams, Crpc,
What company does Ray Dewitt ,Aams, Crpc, work for?
Ray Dewitt ,Aams, Crpc, works for 1031 Dst Group
What is Ray Dewitt ,Aams, Crpc,'s role at the current company?
Ray Dewitt ,Aams, Crpc,'s current role is President.
What is Ray Dewitt ,Aams, Crpc,'s email address?
Ray Dewitt ,Aams, Crpc,'s email address is ra****@****mpf.com
What is Ray Dewitt ,Aams, Crpc,'s direct phone number?
Ray Dewitt ,Aams, Crpc,'s direct phone number is 180181*****
What schools did Ray Dewitt ,Aams, Crpc, attend?
Ray Dewitt ,Aams, Crpc, attended College Of Financial Planning, College Of Financial Planning, Dixie State University.
What skills is Ray Dewitt ,Aams, Crpc, known for?
Ray Dewitt ,Aams, Crpc, has skills like Retirement Planning, Strategic Financial Planning, Finance, Retirement, Investments, Portfolio Management, Financial Services, Investment Strategies, Customer Service, Mortgage Lending, Fixed Annuities, Estate Planning.
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