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Our Team at Morgan Stanley Lake Norman Branch

About Me

Ray joined the financial services industry as Assistant Vice President Merchant Specialist with Bank of America in 2011 and later joined Merrill Lynch in 2013. He has dedicated himself to thoroughly understanding the priorities of high-net-worth individuals and families, providing them with personalized attention and disciplined, customized investment strategies.

Ray uses his access to the investment resources of Morgan Stanley Wealth Management to help address the various aspects of clients’ financial lives. He works with clients to help identify their primary goals —including education funding, tax minimization strategies, retirement assets and services—and then commits himself to crafting strategies designed to help clients pursue desired outcomes, while building, managing and preserving their wealth for current and future generations. He is also a firm believer in paying close attention to both sides of a client’s balance sheet, which is why he offers access to services from Morgan Stanley Private Bank, N.A., where clients can draw upon an expansive array of cash management, credit and other lending solutions designed to fit into overall investment strategies. He works hard to gain clients’ trust and is committed to helping optimize their resources so they can make the most of what they have.

Ray is a graduate of the University of North Carolina at Chapel Hill, with an M.B.A. degree from the Kenan-Flagler Business School. Ray is active in the community as a volunteer with Pathways to Success and his high school Alma mater Garinger Senior High. He is an avid runner and participates in Habitat for Humanity, Susan Komen and the Boy and Girl Scouts of America.

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Branch Address

17505 W Catawba Ave
Ste 300
Cornelius, NC 28031
US
Branch:
(704) 892-4730(704) 892-4730
Toll-Free:
(800) 966-4581(800) 966-4581
Fax:
(704) 892-0012(704) 892-0012
Morgan Stanley is an equal opportunity employer committed to diversifying its workforce (M/F/Disability/Vet).

CRC#2324683 12/2018