Ray Fernandez's Location
Houston, TX, US
Ray Fernandez's Work
- Managing Director, Wealth Advisor @ Cresset
- Senior Private Wealth Advisor @ Asset Management Advisors, Inc. ( Acquired by Cresset )
- Wealth Planning Advisor @ Sagemark Consulting / Lincoln Financial Advisors
- Financial Advisor, CPA, Certified Financial Planner @ Northwestern Mutual
- Financial Advisor, CPA, Certified Financial Planner @ Merrill Lynch
- Financial Advisor, CPA, Certified Financial Planner @ Morgan Stanley
- Financial Advisor, CPA, Certified Financial Planner @ Northwestern Mutual
- CPA @ PwC
- CPA @ Arthur Andersen
Ray Fernandez's Education
- St. Mary's University
BBA
- Central Catholic
Ray Fernandez's Skills
- Auditing
- Estate Planning
- CPA
- Attorneys
- Accounting
- Group 1
- Needs Analysis
- Human Resources
- Fixed Income
- Yahoo
Ray Fernandez's Summary
Ray Fernandez, based in Houston, TX, US, is currently a Managing Director, Wealth Advisor at Cresset, bringing experience from previous roles at Asset Management Advisors, Inc. ( Acquired by Cresset ), Sagemark Consulting / Lincoln Financial Advisors, Northwestern Mutual and Merrill Lynch. Ray Fernandez holds a BBA @ St. Mary's University. With a robust skill set that includes Auditing, Estate Planning, CPA, Attorneys, Accounting and more, Ray Fernandez contributes valuable insights to the industry. Ray Fernandez has 3 emails on RocketReach.
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