Ray is a Wealth Manager with SVA Plumb Wealth Management, LLC and Trust Officer with SVA Plumb Trust Company, LLC.
With over 25 years of experience in the financial industry, Ray provides personalized comprehensive financial planning and investment management services.
Ray is passionate about educating and advising his clients to help them achieve and maintain their financial goals. He has extensive knowledge in financial and estate planning as well as investment and risk management.
Prior to joining SVA Plumb Wealth Management, LLC, Ray served as a Senior Wealth Advisor in Houston, TX advising pre-retirees and retirees of several Fortune 500 companies. Ray is originally from Rockford, IL and served as Vice President & Investment Officer for Alpine Trust & Investment Group (Alpine Bank) in Rockford, IL.
- Rockford University - Bachelor of Science - Business Administration
- CERTIFIED FINANCIAL PLANNER™ Practitioner
- Certified Trust & Financial Advisor
- Chartered Financial Consultant
- Chartered Life Underwriter