Troy Ray

Wealth Managment Advisor Focused on helping clients achieve their personal financial goals

Role
Wealth Managment Advisor at Berger Financial Group, Inc
Location
Peoria, AZ, US
LinkedIn followers
500 followers
Finance & AccountingView LinkedIn profile

About Troy Ray

I help successful business owners and professionals manage their wealth and plan for and…

Experience

  1. Wealth Managment Advisor

    Berger Financial Group, Inc

    Aug 2021 — Present · AZ, US

    Berger Financial Group is a Full-Service Wealth Management firm providing comprehensive wealth management and tax preparation services to individuals, families, and businesses across the nation.Our highly skilled team of dedicated and experienced professionals are committed to helping clients pursue their financial goals and achieving peace of through the collective insight, wisdom, and unique perspective that we offer.

Education

  • Arizona State University

    Bachelor's degree

Skills

  • Customer Service
  • Microsoft Office
  • Sales
  • Leadership
  • Business Development
  • Negotiation

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Troy Ray — Wealth Managment Advisor at Berger Financial Group, Inc in Peoria, AZ, US | Unifers