Client Advisory

Biography

Raymond is an Associate in the Louisville office, where he focuses on the participant experience, which includes providing 1-on-1 consultations, plan enrollment assistance, and group education. Additionally, he provides service support to the firm’s plan sponsors, service partners, and lead advisors.

Prior to joining Cerity Partners, Raymond was a Retirement Plan Advisor at ARGI Financial Group, where he started in 2021. Before ARGI, he successfully gained more than 25 years of corporate experience in the banking, insurance, financial services, merchant services, sales, and leadership industries. Previously, Raymond was an independent business owner for a life insurance brokerage firm that focused on education, empowerment, and financial literacy to ensure families and individuals were properly protected for the future.

He enjoys spending time with his family, traveling the world, cruising, and watching professional sports.

Highlights

  • Certified Plan Fiduciary Advisor
  • Volunteer for Bless the Block, an outreach program that aids and supports people in the community, located at the Kentucky Center for African American Heritage
  • Volunteer for Camberwell Grief Sanctuary, a charitable organization that provides grief support, mentoring, and counseling services

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By clicking “Submit”, you acknowledge that we collect your name, email address and phone number to respond to your inquiries and provide you information about our products and services in accordance with our Privacy Policy. If you are a California resident, please see our CCPA Notice to California Residents.