Eleanor Ray

Manager | Wealth Management

Eleanor Ray
Direct Dial
817.259.9264
817.259.9265
817.259.9264
Eleanor.Ray@wpwealth.com
Education

B.B.A., St. Mary’s University, 1980

Eleanor Ray is an Advisor at WPWealth. She holds her Series 66 License-Investment Advisor Representative and her Group 1 License-Texas Department of Insurance.  Eleanor’s areas of practice include wealth management, comprehensive financial planning, asset protection, insurance services and design and implementation of qualified retirement plans.

To see why Eleanor does what she does click here.

Experience

WPWealth LLP

  • Advisor (2007 to Present)

American Beacon Advisors

  • Analyst (May-October 2007)

AAFCU

  • Financial Representative (2005-2007)

RepublicBank, Dallas

  • Institutional Investment Trader, AVP (1983-1989)
Professional Certifications
  • Series 66 License – Investment Advisor Representative
  • Group 1 License – Texas Department of Insurance
Professional Organizations
  • American Retirement Association
Professional Board Service
  • Emerald Park HOA Board Member
  • Bishop’s Guild
  • St. Elizabeth Endowment Fund Committee
Continuing Professional Education
  • Languages: Spanish