Ray Prospero - AdvicePeriod

Ray Prospero, JD, ChFC, is a Partner Advisor with AdvicePeriod. Ray helps clients develop realistic financial goals, designing wealth management strategies to help preserve their wealth for future generations. He focuses primarily on key elements of the wealth management process and the fundamentals of estate and retirement planning strategies. Ray launched his financial services career when he joined Merrill Lynch in 2010 after a legal career, where he was admitted to the U.S. Tax Court. While at Merrill Lynch, Ray was a Senior Vice President. He holds a Juris Doctorate degree from the University of La Verne College of Law and earned the Chartered Financial Consultant® designation from The American College of Financial Services.