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Ray Wong Email & Phone Number

Financial Consultant at Fidelity Investments at Fidelity Investments
Location: Denver, Colorado, United States 12 work roles 1 school
1 work email found @fidelity.com LinkedIn matched
✓ Verified May 2026 4 data sources Profile completeness 100%

Contact Signals · 1 work email

Work email r****@fidelity.com
LinkedIn Profile matched
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Current company
Fidelity Investments
Role
Financial Consultant at Fidelity Investments
Location
Denver, Colorado, United States
Company size
10 employees

Who is Ray Wong? Overview

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Quick answer

Ray Wong is listed as Financial Consultant at Fidelity Investments at Fidelity Investments, a company with 10 employees, based in Denver, Colorado, United States. AeroLeads shows a work email signal at fidelity.com and a matched LinkedIn profile for Ray Wong.

Ray Wong previously worked as Financial Consultant at Fidelity Investments and Investment Consultant at Fidelity Investments. Ray Wong holds Ba, Pre-Medicine/Pre-Medical Studies from Baylor University.

Company email context

Email format at Fidelity Investments

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{first}.{last}@fidelity.com
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AeroLeads found 1 current-domain work email signal for Ray Wong. Compare company email patterns before reaching out.

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Profile bio

About Ray Wong

Dedicated professional with extensive and diverse finance industry experience and a passion for acquiring/broadening client relationships. Uniquely experienced in high growth, fast paced start-up environment with an expansive background in institutional client development, high volume trading, portfolio analysis, administrative leadership, compliance, and contract negotiation

Listed skills include Start Ups, Investments, Leadership, Wealth Management, and 11 others.

Current workplace

Ray Wong's current company

Company context helps verify the profile and gives searchers a useful next step.

Fidelity Investments
Fidelity Investments
Financial Consultant at Fidelity Investments
Website
fidelity.com
Employees
10
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Company profile
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12 roles · 28 years

Ray Wong work experience

A career timeline built from the work history available for this profile.

Investment Sales Solutions

Fidelity Investments

Boston, MA, US

  • Providing investment management, retirement planning, family conversations, portfolio guidance, brokerage strategies, and benefits outsourcing solutions
2019 - Jun 2020

Senior Wealth Advisor/Partner Track

Dunston Financial Group
  • Provided comprehensive and personalized wealth planning for ultra and high net-worth individuals and families
2018 - 2019 ~1 yr

Director Of Business Development

Morgan Stanley

New York, NY, US

  • Spearheaded the business development initiative for one of the largest, nationally recognized Morgan Stanley teams with over $14 billion in managed assets
  • Acquired and developed relationships with key decisionmakers at Fortune 500 companies
  • Managed institutional marketing covering defined benefit/contribution plans, non-qualified deferred compensation plans, stock plans, and corporate-sponsored financial planning
  • Coordinated and facilitated the RFI/RFP process for large-market mandates
  • Discovered and developed partnership opportunities with advisors
2017 - 2018 ~1 yr

Director Of Financial Planning

Investment Advisory Services
  • Delivered comprehensive financial planning for high net-worth clients utilizing industry leading methodology
  • Subject-matter expert for comprehensive financial planning platform responsible for migrating over 120 clients with a 98% adoption rate
  • Developed innovative risk management process for asset allocation optimization
  • Created technology infrastructure for efficient remote client meetings
2015 - 2017 ~2 yrs

Principal/Advisor

Patriot Wealth Management, Inc.

Houston, Texas, US

  • Implemented comprehensive and customized financial planning specializing in corporate executives and high net-worth individuals and families
  • Optimized trading and portfolio administration infrastructure
2014 - 2015 ~1 yr

Vice President

Avalon Advisors, Llc
  • Founding executive integral in growing firm assets from $500 million to over $5 billion, working in nearly every capacity with proven ability to assess and deliver on client needs
  • Head of technology responsible for firm website design and implementation, build-out of new 22,000 sq. ft. office space, subject-matter expert for Salesforce migration and training for 38 employees, and optimized.
  • Point of contact for compliance and accounting audits with consistent results of minimal issues while implementing procedures to curtail firm risk
  • Responsible for creating and supervising the firm’s trading infrastructure and scaling the platform to compensate for over 300% growth in volume.
  • Provided healthcare sector research coverage for firm’s flagship equity portfolio and covered the equity and bond trading desk with direct interaction with clients
  • Improved fixed income desk efficiency by cutting trade processing time in half and allowing for scalability
2001 - 2014 ~13 yrs

Head Trader

Morgan Stanley Private Wealth Management

New York, NY, US

  • Equity trader for the largest regional advisor team with nearly $2 billion in managed assets
  • Managed institutional and individual clients with high volume and sensitive trading needs while providing research to clients, marketing materials for prospects, and handling unique client inquiries
1999 - 2001 ~2 yrs

Financial Advisor

Prudential Financial

Newark, New Jersey, US

  • Customized personal and business financial plans for “cold-call” acquired clients using mutual fund portfolios, tax and estate sensitive recommendations, and appropriate insurance vehicles
  • Created and managed software and technology training curriculum to allow over twenty advisors to effectively track client interaction and accurately analyze client portfolios
1998 - 1999 ~1 yr
Team & coworkers

Colleagues at Fidelity Investments

Other employees you can reach at fidelity.com. View company contacts for 10 employees →

SN Sowmya N Sowmya N Colleague at Fidelity Investments United States, United States View → ZS Zachary Schlueter Zachary Schlueter Colleague at Fidelity Investments Atlanta Metropolitan Area, United States View → LC Laura Curtis Laura Curtis Colleague at Fidelity Investments Covington, Kentucky, United States, United States View → RH Richelle Hjulstrom Richelle Hjulstrom Colleague at Fidelity Investments Boston, Massachusetts, United States, United States View → AM Arthur Martinez Arthur Martinez Colleague at Fidelity Investments North Richland Hills, Texas, United States, United States View → MP Michael Powell Michael Powell Colleague at Fidelity Investments Alameda, California, United States, United States View → CB Caroline Breslin Caroline Breslin Colleague at Fidelity Investments West Newton, Massachusetts, United States, United States View → AD Arogya Dhakal Arogya Dhakal Colleague at Fidelity Investments Raleigh-Durham-Chapel Hill Area, United States View → AC Abhra Chattopadhyay Abhra Chattopadhyay Colleague at Fidelity Investments Charlotte, North Carolina, United States, United States View → RC Raúl Coronado Raúl Coronado Colleague at Fidelity Investments Washington DC-Baltimore Area, United States View →
1 education record

Ray Wong education

  • Baylor University
    Baylor University
    Pre-Medicine/Pre-Medical Studies
FAQ

Frequently asked questions about Ray Wong

Quick answers generated from the profile data available on this page.

What company does Ray Wong work for?

Ray Wong works for Fidelity Investments.

What is Ray Wong's role at Fidelity Investments?

Ray Wong is listed as Financial Consultant at Fidelity Investments at Fidelity Investments.

What is Ray Wong's email address?

AeroLeads has found 1 work email signal at @fidelity.com for Ray Wong at Fidelity Investments.

Where is Ray Wong based?

Ray Wong is based in Denver, Colorado, United States while working with Fidelity Investments.

What companies has Ray Wong worked for?

Ray Wong has worked for Fidelity Investments, Dunston Financial Group, Morgan Stanley, Investment Advisory Services, and Patriot Wealth Management, Inc..

Who are Ray Wong's colleagues at Fidelity Investments?

Ray Wong's colleagues at Fidelity Investments include Sowmya N, Zachary Schlueter, Laura Curtis, Richelle Hjulstrom, and Arthur Martinez.

How can I contact Ray Wong?

You can use AeroLeads to view verified contact signals for Ray Wong at Fidelity Investments, including work email, phone, and LinkedIn data when available.

What schools did Ray Wong attend?

Ray Wong holds Ba, Pre-Medicine/Pre-Medical Studies from Baylor University.

What skills is Ray Wong known for?

Ray Wong is listed with skills including Start Ups, Investments, Leadership, Wealth Management, Strategy, Budgets, Finance, and Portfolio Management.

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