Ray A. Deragon, CFP^®

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.

Experience:

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

Education/Certifications:

• University of Rhode Island, BS, Electrical Engineering
• CERTIFIED FINANCIAL PLANNER® designation

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