Ray Llewellyn, CFA, CFP®

Ray is a Principal in the Grand Rapids office, where he brings over 20 years of experience in the financial services industry. He partners with clients to help them make intentional financial decisions toward the goal of financial clarity.

Prior to joining Cerity partners, Ray served as a Senior Financial Advisor at ARGI Financial Group. Before ARGI, he was a Portfolio Analyst for City National Rochdale. In that role, he worked on trade implementation and strategic rebalancing of portfolio allocations, interfaced with research and investment management teams, and assisted the portfolio management team in solving client and advisor issues. He started his career in the industry at AMBS Investment Counsel, where he worked as the Assistant Operations Manager in charge of statement reconciliation and Head of Equity Trading.

Ray loves to spend time with his wife and three kids traveling, camping, and partaking in all the busyness that comes with children. He also enjoys hiking and backpacking with friends and passionately pursuing his life as a Christian.