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.

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