Strength in numbers

Alan Ray, CFP®
Financial Advisor, RJFS

Alan@WagenerLee.com

Alan’s extensive background in banking and government gives us insight into addressing complex financial and administrative issues beyond that of the typical financial firm.

Alan has served as a financial advisor for more than 20 years and is a Certified Financial Planner professional. He joined Raymond James Financial Services in 1994. In addition to his professional background in banking and local government, he spent six years as regional vice president for a sales and marketing organization that specialized in retirement planning and products.

Alan enjoys working with his clients, helping them progress toward their long-term goals. He prides himself on providing his clients with sound and conservative financial planning advice. He enjoys building client relationships and enabling his clients to make intelligent investment decisions through the investment advice and education he provides.

Alan is the past President for the Columbia Town Center Rotary Club. Among the top three priorities of the Rotary Club are supporting the Howard County Food Bank, a scholarship fund endowment for Howard Community College students and support for a worldwide micro lending bank as part of our International commitment to Rotary.

Alan graduated from Washington College with bachelor’s degrees in economics and political science. He is very involved with Rotary International and previously served as the organization’s assistant governor for Maryland.

 

CFP® | Certified Financial Planner |
Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.