Raymond Beloin
Senior Vice President, Wealth Consultant @Webster Investments
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WORK HISTORY
Senior Vice President, Wealth Consultant @Webster Investments
At Webster Investments, you’ll find extensive options for your personal and business investing needs. Our goal is to provide you with exceptional service along with a portfolio that addresses your investment objectives, time horizon and risk tolerance. Securities and advisory services are offered through LPL Financial (LPL), a registered investment advisor and broker-dealer (member FINRA/SIPC). For hyperlinks to FINRA and SIPC, please refer to \'see contact info\' section above. Insurance products are offered through LPL or its licensed affiliates. Webster Bank and Webster Investments are not registered as a broker-dealer or investment advisor. Registered representatives of LPL offer products and services using Webster Investments and may also be employees of Webster Bank. These products and services are being offered through LPL or its affiliates, which are separate entities from, and not affiliates of, Webster Bank or Webster Investments. • Not Insured by FDIC or Any Other Government Agency • Not Bank Guaranteed• Not Bank Deposits or Obligations• May Lose Value* Wealth managers do not pay a fee to be considered or placed on the final list of 2018 Five Star Wealth Managers.The LPL Financial registered representatives associated with this page may only discuss and/or transact business with residents of the following states: AL, AZ, CO, CT, CA, DE, DC, FL, IL, IA, KY, ME, MD, MA, MI, NH, NJ, NY, NC, OH, PA, RI, SC, VT, WV, WI Third party posts found on this profile do not reflect the views of LPL Financial and have not been reviewed by LPL Financial as to accuracy or completeness.
EDUCATION
Assumption University
Bachelor of Arts (B.A.), Management
ABOUT RAYMOND BELOIN
Ray provides holistic wealth management services that address the full spectrum of his clients’ financial concerns, including investment planning, life insurance, retirement and estate planning, and family financial planning. Working closely with each client, Ray uses sophisticated analytical tools and a wide range of investment and insurance products to develop a strategic financial plan that puts his clients’ needs first. With the plan in place, Ray monitors the plan’s performance on an ongoing basis. Ray has been named to LPL’s Chairman’s Council. This distinction is given by LPL Financial to top advisors based on their annual production compared to more than registered LPL advisors nationwide. It reflects Ray’s ability to provide the personalized financial advice and service his clients need to pursue their financial goals. In 2018 Ray was chosen as a Five Star Wealth Manager. The award is based on 10 objective criteria associated with providing quality services to clients such as credentials, experience, and assets under management among other factors*. Ray is a graduate of Assumption College where he received a BA degree in Management. He also is a Certified Employee Benefits Specialist (CEBS), a designation earned from the Wharton School of Business at the University of Pennsylvania. Ray is also a Certified Financial Planner (CFP), a Chartered Financial Consultant (ChFC), a Chartered Life Underwriter (CLU), and a Financial Services Certified Professional (FSCP), each of which was received from American College.
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