Ray is responsible for managing the day-to-day operations of Compassionate Care Advisors LLC. He is responsible for formulating, implementing, marketing, and executing the processes necessary for the company’s scaling growth model. Ray collaborates directly with each member of the team and is responsible for articulating the value proposition to the medical community and marketplace.
Ray started his career at the ripe age of 18 on New York City’s Wall Street, becoming one of the youngest securities agents to pass the Series 7 and 63 exams. By 24 years old he was promoted to Vice President of a NYSE-listed firm, Ladenburg Thalmann Financial Services where he went on to be a President Club Member and one of the firm’s top producers. He accelerated his career by obtaining his investment advisory (Series 65) as well as life and health licenses.
In 2005, Ray was recruited to Oppenheimer & Co.’s private client group as Senior Vice President. He spent his time serving affluent clients developing and implementing strategies to meet their needs. Four years later, he was recruited to UBS Financial Services, a Global Fortune 500 company, as Vice President of Investments. During his tenure at UBS, he formed Correa Wealth Management placing an emphasis on ultra-high net-worth individuals, institutions, physicians, and medical industry executives. Ray always took the time to understand his clients’ dynamics considering every client has a unique set of circumstances. He finished his career in financial services with UBS.
While tirelessly dedicated to his professional pursuits, Ray is also a family man, enjoying his spare time with his devoted wife Tina and four children. He is an avid golfer, and snowboarder and has an appreciation for all competitive sports.
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