WEALTHSTREET

Our mission is to build and protect the wealth of our clientele by combining unmatched personal service with proven investment strategies... We have been fortunate through our 40 years at Gerald L. Ray & Associates, Ltd. It is now time, given the growth of our association, to reward these outstanding individuals responsible for our success and the success of our clients. Accordingly, we created a new partnership arrangement with our portfolio managers. Our new firm, Wealthstreet Investment Advisors, LLC, rewards their years of service in helping our clients reach their financial goals. The partnership includes Joe Ray, Michael Kane, Michael Beck, Lynette Heil and Leslie Reynoso. Management of the portfolios has not changed and our investment strategy of highly customized portfolios remains our focus. All of your dedicated service personnel are part of the new organization. At Wealthstreet, we will strive to continue to improve your client experience... As of March 31 st, 2018, Gerald..

Primary location: Dallas United States