Raymond is a Financial Advisor and wears a few different hats within the firm. His ability to work across multiple disciplines within the industry has allowed him to produce his own unique niche within the firm. Whether it’s working with an individual client, managing retirement plans, or doing due diligence and investment research, Raymond’s scope of expertise makes him an invaluable asset.
Raymond graduated in May of 2015 with dual degrees from the University of Massachusetts, Amherst with a Bachelor of Business Administration in Finance from the Isenberg School of Management, a Bachelor of Arts in Italian Studies and a Minor in Economics. Raymond holds the CERTIFIED FINANCIAL PLANNER™ (CFP®) designation, the Chartered Retirement Plans Specialist (CRPS®) designation, Series 7, Series 63, Producers Life, and the Accident and Health or Sickness licenses.
Outside of the office, Raymond enjoys athletic activities, going to concerts, singing karaoke, traveling, cooking with family and spending time with friends. He likes to keep busy and is always looking for new challenges!