Tailored Investment Strategies
Randy Bray brings vast years of wealth management experience and the ability to tap into a broad range of Firm specialists, including research analysts and investment managers who assist our team in the search for investment ideas for our clients.
Clients benefit from his experience, knowledge, and insight as he helps to develop and implement strategies addressing clients’ complex needs. Randy serves a wide range of clientele, including active and retired, multiple generations of families, as well as mid-size 401(K) plans.
He believes that we owe clients continued devotion and full transparency. Additionally, he delivers that extra measure of focused attention, because clients' circumstances don't follow a calendar. He makes it his business to be available and to always clearly communicate in simple yet thorough language, as each individual requires.
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