Eleanor Ray

Vice President, Wealth Advisor
,

Areas of Expertise

Goal Alignment
Asset Allocation
Retirement Planning
Estate Planning
Life Insurance

Qualifications & Experience

  • Degree: BBA St. Mary’s University, San Antonio, TX
  • Fluent in Spanish
Fort Worth, TX

Media

No items found.

Words to Live By

A journey of a thousand miles must begin with a single step.
Lao Tzu

Client Experience Professionals

Team Members

No items found.

About

Eleanor brings a holistic approach to her role as a wealth advisor – helping each of her clients with their strategic planning, investment management, and financial analysis.  

Eleanor’s practice revolves around advising her clients on their financial goals and all aspects of their lives. For over 20 years, she has enjoyed working with business owners and employees at privately-held companies, helping them establish solid retirement plans.

When not working with her clients, Eleanor loves to travel and spend time with her family and friends. Her hobbies include reading a good book, cooking, gardening, and sewing.