Ted Ray

Wealth Advisor @First Interstate

Fort Collins, CO, US
MOBILE NUMBERS
+91 *********19

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WORK HISTORY

Jan 2006 — Present

Wealth Advisor @First Interstate

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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

1996 — 2000

Regis University

B.S., Emphasis In Management

SKILLS

Home Equity LoansTeam LeadershipUnderwritingTeam BuildingSales ManagementConsumer LendingCredit AnalysisGoal Setting

ABOUT TED RAY

Wealth Advisor at First Interstate Bank

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