Austin, TX - Wealth Management

Ray A. Deragon – CFP®

Vice President, Financial Advisor

Mr. Deragon has over 20 years of industry experience. He applies his analytical experience in design engineering and project management to create a holistic approach to the wealth management needs of clients, with a focus in the areas of financial planning, investment management, concentrated stock, and wealth transfer.


  • SGC/Oppenheimer & Co.: Vice President, Financial Advisor
  • Merrill Lynch: Senior Financial Consultant


  • University of Rhode Island, BS, Electrical Engineering


Check the background of this investment professional on FINRA’s BrokerChec