Our associates:

Raymond Julian, CFP®, Senior Vice President; Executive Vice President
Phone: (617) 896-3565  Fax: (617) 896-3502 | rjulian@e-winslow.com
Location: Boston - Headquarters | Directions


Ray Julian is a practicing financial planner with expertise in investments, retirement income and financial planning.

Specialties:

Ray Julian’s practice focuses on delivering cost-effective one-stop solutions for family trust administration, providing objectivity and intelligence to financial decisions. Diagnostic analysis helps individual investors avoid the more common mistakes: panic, overconfidence, under-diversification, over-diversification, speculative trading, investing for yield instead of total return, and misuse of leverage.

Credentials and Professional Background

  • Registered representative and investment advisor representative of Winslow, Evans & Crocker, Inc.
  • Boston College, BS degree, Carroll School of Management
  • CFP® Board Certified since 1987
  • FINRA General Securities Principal, Massachusetts Insurance Producer, and Real Estate Broker
  • Past Chairman and President, Financial Planning Association of Massachusetts®
  • Mentor, Boston University CFP® Professional Internship Program
  • Investments Instructor, Northeastern University CFP® Professional Education Program
  • Executive Producer, Today’s Millionaire with Ray Julian