Ted Ray
Wealth Advisor at First Interstate Bank
- Role
- Wealth Advisor at First Interstate
- Location
- Fort Collins, CO, US
- LinkedIn followers
- 500 followers
Experience
Wealth Advisor
Jan 2006 — Present · US
As a dedicated wealth advisor, I specialize in helping clients navigate the complexities of retirement planning, trust services, and estate planning. With a client-first approach, I work to develop tailored financial strategies that align with long-term goals, ensuring financial security and peace of mind for the future. Whether preparing for retirement, managing wealth transitions, or structuring trusts, I am committed to providing expert guidance and personalized solutions.
Education
Regis University
B.S., Emphasis In Management
1996 — 2000
Skills
- Home Equity Loans
- Team Leadership
- Underwriting
- Team Building
- Sales Management
- Consumer Lending
- Credit Analysis
- Goal Setting
Find verified contacts for anyone on LinkedIn
Unifers gives sales teams verified emails and direct dials, enriched profiles, and outreach that lands in the inbox.
Free plan included · No credit card required
This profile is compiled from publicly available professional sources. Unifers is not affiliated with or endorsed by LinkedIn. Request removal of this profile.