Our associates:

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