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
MARKET NEWS
Economic Commentary
- How Well Could the Economy Do in 2021?
- Outlook for the Equity and Fixed Income Markets
BROKERCHECK
Get information about your financial professional and Winslow from BrokerCheck® by FINRA.
Market Action
Privacy | Legal notices | Copyright 2022 Winslow, Evans & Crocker
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.PLEASE NOTE: This website contains hyperlinks (or “links”) to other websites that are not associated with this site. Such unassociated websites may contain links to other unassociated sites as well. These links are provided as a convenience to you and to assist you in your search for information. We make no endorsement, express or implied, about any of these linked sites, are not responsible for materials posted or activities that occur on such linked sites, and do not review (1) content or advertisements posted on or (2) activities occurring on these linked sites. If you decide to link to any unassociated website, it is at your own risk. Because we are not associated with these linked websites, you should direct any concerns or problems you might have with any such site to that site’s administrator or webmaster.” (these links can be found on the Market Action section and the Market News section)