Awards and Recognitions

These awards and recognition's validate our commitment to providing exceptional service to the clients that we are so fortunate to work with.

 

In 2018, 2019, 2020, 2021, 2022 and 2023 Ray was recognized by Forbes as one of the Best-In-State Wealth Advisors for NH.  Individuals selected for this list were assessed on a variety of criteria, including years of experience, community involvement and a review of compliance records & client retention data.*  

  

Ray was named one of America’s Top 1,000 Advisors in the nation by Barron’s in 2009, 2010, and 2013.** This prestigious recognition ranks the best financial advisors in each of the 50 states and is based on assets under management, revenue produced for the firm, regulatory record, quality of practice and philanthropic work. 

   

In 2017 Ray was awarded the “Ethics Approved Seal” by The International Association of Registered Financial Consultants.  This historical verification includes background checks from the Financial Industry Regulatory Authority (FINRA), state licensing records and internet recognition searches. A clean record for the past 5 years satisfies the IARFC requirements for being “Ethics Approved”.***