Our associates:
Raymond Julian, CFP®, Senior Vice President; Executive Vice PresidentPhone: (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
- 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
Contact Us
175 Federal Street, Boston, MA 02110
Ph: (617) 896-3500 Fax: (617) 227-5505
Toll-free: (800) 556-8600
clientservices@e-winslow.com
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Investing involves risk including loss of principal. Securities and Variable Insurance Products offered through National Securities Corporation, member FINRA/ SIPC. Fee-based investment advisory services offered through National Asset Management, an SEC registered investment advisor. Insurance products, including fixed indexed annuities offered through National Insurance Corporation.