Ray Blanar in

Ray Blanar

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Financial Services Representative at Coastal Wealth
📍 Atlanta, Georgia, United States

Ray Blanar is a Financial Representative at Coastal Wealth, leveraging a background that includes roles at Principal Financial Group, Charter Oak Financial, and New York Life. He holds an M.B.A. from Western Connecticut State University and holds Series 6 and 63 securities registrations.

Prior to his career in finance, Ray served as a Recreation Director for a local town. In this role, he was responsible for comprehensive community program development, budgeting, facility management across multiple parks, and managed a staff of over 100 full-time and seasonal employees.

Unique fact: He once managed a towns entire recreation department, overseeing seven parks and developing numerous community programs.

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Experience
15 Years
Current Role
Financial Services Representative
Job Level
Junior
Location
Atlanta, Georgia, United States
Personality Overview

How Ray shows up

Communication Style
Decision Approach
Work Preference

Behavioral traits and communication patterns that shape how this person evaluates opportunities, builds trust, and makes decisions in professional settings.

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Priorities

Topics Ray cares about

Holistic Financial Planning
His client communications emphasize reassessing financial goals, estate planning, and creating financial solutions tailored to family needs.
Community Engagement
Previously worked as a Recreation Director, where he was responsible for activity scheduling, budgeting, and program development for a town.
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Career

Work history

6-2023
Financial Services Representative
Coastal Wealth
5-2021 - 9-2023
Financial Representative at Principal Financial Network, MBA
Principal Financial Group
11-2018 - 8-2021
Financial Advisor
Charter Oak Financial
11-2015 - 11-2018
Licensed Agent
New York Life Insurance Company
6-2011 - 11-2012
Recreation Director
Town of East Fishkill
In the press

Media appearances

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Education
2012 - 2014
Master of Business Administration (M.B.A.)
Western Connecticut State University
2001 - 2006
Bachelor of Science (B.S.)
University of Connecticut
Social presence
in
Behavioral profile

DISC profile (public)

DISC behavioral profile

Dominance, influence, steadiness, and calculativeness scores with guidance on how this person prefers to communicate and decide.

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