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.
Ray Charles, AIF®, CRPC®
Portfolio Consultant at Raymond James
Greater Tampa Bay Area, United States
Overview
Topics They Care About
Wealth Accumulation
His previous role involved creating portfolios for "optimal wealth accumulation, " indicating a core focus on growing client assets effectively.
Retirement Planning
He holds the Chartered Retirement Planning Counselor (CRPC®) designation, showing specialized expertise in helping clients prepare for retirement.
Customized Portfolios
Across multiple roles, his primary function has been to assist clients in creating customized and cost-effective investment and insurance portfolios.
Media Appearances
Ray has no verified media appearances
Work History
7-2024
Portfolio Consultant at Raymond James
8-2021 - 12-2023
Senior Analyst at AGW Capital Advisors
8-2018 - 8-2021
Vice President at Cassidy & Company
6-2016 - 7-2018
Financial Advisor at USAA
7-2010 - 6-2016
Internal Wholesaler at Franklin Templeton Investments
Education
2006 - 2010
Bachelor's degree from University of South Carolina
Education details unavailable from Jesuit High School-Tampa
More Information
Social Presence :
Prographics :
Exp : 14
Location : Greater Tampa Bay Area, United States
Job Level : Mid-senior
Designation : Portfolio Consultant at Raymond James
