Ray Charles, AIF®, CRPC®

Ray Charles, Jr. is an Assistant Vice President and Portfolio Consultant at Raymond James, specializing in customized investment portfolios. A graduate of the University of South Carolina, he holds the Chartered Retirement Planning Counselor certification and has prior experience as a Vice President at Cassidy & Company, focusing on cost-effective wealth accumulation strategies for clients.

Originally from the Tampa area, where he attended Jesuit High School, Ray maintains an interest in financial markets, following institutions like Fidelity Investments and publications such as The Wall Street Journal. His background suggests a strong connection to the Florida community.

Unique fact: He holds a Florida 2-15 license, which covers Life Insurance, Health Insurance, and Variable Annuities.