Rick Ray

Role
Partner at Rethink Wealth
Location
Houston, TX, US
LinkedIn followers
500 followers
General Business & ManagementView LinkedIn profile

About Rick Ray

One of my key responsibilities in our firm is to coach our Advisors. The purpose of this…

Experience

  1. Partner

    Rethink Wealth

    Jul 2019 — Present

    In July of 2019, the firm I founded, Wealth Design Group merged with White Rhino Financial to form Rethink Wealth. Registered Principal and Financial Advisor of Park Avenue Securities LLC (PAS). Securities products and advisory services offered through PAS, member FINRA, SIPC. General Agent of The Guardian Life Insurance Company of America® (Guardian), New York, NY. PAS is a wholly owned subsidiary of Guardian. Rethink Wealth, LLC is not an affiliate or subsidiary of PAS or Guardian. This material is intended for general use. By providing this content The Guardian Life Insurance Company of America, Park Avenue Securities LLC, affiliates and/or subsidiaries, and your financial representative are not undertaking to provide advice or make a recommendation for a specific individual or situation, or to otherwise act in a fiduciary capacity. Guardian, its subsidiaries, agents and employees do not provide tax, legal, or accounting advice. Consult your tax, legal, or accounting professional regarding your individual situation. Links to external sites are provided for your convenience in locating related information and services. Guardian, its subsidiaries, agents and employees expressly disclaim any responsibility for and do not maintain, control, recommend, or endorse third-party sites, organizations, products, or services and make no representation as to the completeness, suitability, or quality thereof.

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