For Busy Professionals and Business Owners
𝗜 𝘄𝗼𝗿𝗸 𝘄𝗶𝘁𝗵 𝗯𝘂𝘀𝘆 𝗽𝗿𝗼𝗳𝗲𝘀𝘀𝗶𝗼𝗻𝗮𝗹𝘀 𝗮𝗻𝗱 𝗯𝘂𝘀𝗶𝗻𝗲𝘀𝘀 𝗼𝘄𝗻𝗲𝗿𝘀 𝘄𝗵𝗼 𝘄𝗮𝗻𝘁 𝘁𝗼 𝗳𝗿𝗲𝗲 𝘂𝗽 𝘁𝗶𝗺𝗲 𝗯𝘆 𝗱𝗲𝗹𝗲𝗴𝗮𝘁𝗶𝗻𝗴 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁, 𝗿𝗶𝘀𝗸 𝗺𝗮𝗻𝗮𝗴𝗲𝗺𝗲𝗻𝘁 𝗮𝗻𝗱 𝗹𝗼𝗻𝗴-𝘁𝗲𝗿𝗺 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗽𝗹𝗮𝗻𝗻𝗶𝗻𝗴.
My clients understand the importance of financial management. However, this is not an area of their life that receives the most attention. As their wealth grows, clients are having to make additionally complex and nuanced financial decisions, which require more time and attention, and more specialized expertise. Busy clients simply don’t have the time, skill, and/or the motivation to professionally manage those complexities themselves. Nor do they want to.
I provide the expertise, process and tools that busy clients rely on to reach their goals with clarity and peace of mind.
Ideal Client Profile
Who I Work Best With:
Business owners and self-employed professionals
Individuals with growing financial complexity
Individuals and Families who prefer delegation over DIY
Clients who value clarity, following a process, and working with someone who is accountable
Clients who value simplicity in their life over complexity, who will trust my advice and planning
Not An Ideal Client Profile
Who This Is Not For:
Those who want to manage everything and implement solutions themselves
Those looking for one-time engagements
Individuals who want me to engage in speculative or trend-driven investing practices or gambling
Clients who chase returns and/or who believes that any one asset class is superior to all others
Clients who won’t trust in my advice and planning
Why Work with Jimmy Ray?
Since 2017, I have been professionally serving clients in the financial services industry and since 2020, have developed the foundational processes and critical expertise needed for prudent wealth management.
Today, as an investment adviser representative of FMSA, those same foundational processes and expertise are what enable me to manage clients’ finances with skill.
What many clients say what differentiates me is that I truly care about doing the right thing for people, even and especially when it doesn’t serve me to. I am willing to go above and beyond for clients. Not because they are my clients and responsibility. But because that is who I am.
