Raymond Powell

Raymond Powell

Paraplanner

Financial planning runs in Ray’s family. For as long as he can remember, Ray has listened to his grandfather, a financial planner, tell him how rewarding it is to help friends and family achieve their goals. It makes sense that Ray would go on to pursue finance in his college studies and find ways to give back to the community along the way.

Born and raised in Avon, Connecticut, Ray recently graduated from Bentley University with a bachelor’s degree in Finance. While at Bentley, he was also a Student Director of Service-Learning, a program that sends hundreds of Bentley students into the local community to assist others in various ways.

Ray made the most of his college years, gaining experience through two rigorous internships. He spent one summer in the Corporate Finance department of MFS and another interning for a law firm in Madrid, where his fluent Spanish came in handy. When he can, he visits family in Argentina, where his mother was born.

At Heritage, Ray fills the role of Paraplanner, working with clients on assembling data and building the documentation necessary for maintaining financial plans.

Even though Ray is a die-hard Yankees and Giants fan, we are lucky to have him as part of the Heritage team!