Ray earned a B.S. in Finance from the University of Tennessee, completing her degree in 3.5 years. She began her career in the Fidelity Family Office division in Westlake, Texas, where she developed a client‑first mindset and a high standard of service that continues to shape how she works today.
With more than a decade of experience, Ray has deep expertise in service, planning, Family Office, and Private Wealth. Detail‑oriented, strategic, and collaborative, she serves as a true co‑planner with clients. She translates complex strategies into clear, actionable plans and works alongside CPAs, attorneys, and other centers of influence to build integrated, long‑term solutions. Ray is highly communicative and solution‑oriented, providing decisive guidance when it matters most while always keeping clients’ goals at the center of the plan.
Ray is proud to continue the family legacy at Wealth Management Group. She earned her role through years of disciplined, hands‑on experience. Outside the office, she values continuous learning, staying active, and spending time with family, and she brings that same balance and commitment to growth into every client relationship.
Ray holds the following licenses & certifications: Series 7; Series 63; Series 65; Life Insurance License — Tennessee; Life Insurance License — Texas; Authorized to sell Variable Annuities and Variable Life