Ray’s experience in the financial services industry spans almost 40 years, including time spent as the head of equity trading at JP Morgan. During his career he developed a passion for the philanthropic space both personally and professionally. He enjoys helping clients incorporate charitable giving into their overall financial strategy and hopes to increase the impact of that giving, as well as engage other family members in the giving process. He has a special interest in eldercare planning and social security, as well as executive benefits like stock options, RSUs, deferred compensation and non-qualified retirement plans. Ray has been named a FIVE STAR Wealth Manager (2017-2018, 2021-2023)*.

Ray supports education based non-profit organizations like Preschool Advantage which provides tuition for families in need. He is a long-time resident of Basking Ridge, NJ and enjoys playing tennis, golf and bicycling. Ray and his wife have three successful adult children and two grandchildren.

Advisory registration held with Wealth Enhancement Advisory Services. Advisory services offered through Wealth Enhancement Advisory Services, a registered investment advisor. Check the background of investment professionals associated with this site on the Investment Advisor Public Disclosure Website.

*Award criteria based on 10 objective criteria associated with providing quality services to clients such as credentials, experience and assets under management among other factors. Wealth managers do not pay a fee to be considered or placed on the final list of 2017, 2018, 2021, 2022 OR 2023 FIVE STAR Wealth Managers. Awarded 11/01/16 for the period of 2/25/16 - 10/07/16. Awarded 12/01/17 for the period of 2/21/17 - 10/12/17. Awarded 12/01/20 for the period of 3/30/20 - 10/23/20. Awarded 12/01/21 for the period of 4/12/21 - 10/15/21. Awarded 12/01/22 for the period of 3/21/22 - 10/18/22.