About Ray
Are you looking for a financial professional who is committed to the highest standards of integrity and professionalism? If so, look no further than Ray. Ray strives to know and understand the financial situation of each client so that he may provide the highest quality information, services and products so they can reach their goals.
Ray has decades of experience working in the financial services industry. He started Ray Smith Wealth Management in 2007. He is skilled at helping his client navigate wealth accumulation, risk management and retirement planning.
After helping thousands of clients successfully retire, he knows that open and honest communication is essential to the client-advisor relationship. He encourages all clients to be honest, open and straightforward about their current finances, goals and personal situation so he can offer suitable options.
Staying current and educated on financial and retirement trends is important to Ray in his role as an Investment Advisor Representative. He has earned a Chartered Life Underwriter designation and a Chartered Financial Consultant designation. He is a proud graduate of Oklahoma State University, class of 1974.
Ray and his wife Kay have two adult children and two grandchildren.
Education
Bachelor's of Science
General Administration
Oklahoma State University
Certifications & Licenses
Chartered Life Underwriter designation, Chartered Financial Consultant designation