Deep Enrich
Ted Ray
825 followers
Fort Collins, Colorado, United States
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About me
Wealth Advisor at First Interstate Bank
Education
Regis University
1996 - 2000B.S. Emphasis In Management
Experience
Great Western Bank
Jan 2006 - May 2022Wealth Advisor
Mar 2015 - May 2022Retail Manager
Aug 2012 - May 2022Branch Manager
Jan 2006 - Aug 2012
First Interstate
Jan 2006 - nowWealth AdvisorAs a dedicated wealth advisor, I specialize in helping clients navigate the complexities of retirement planning, trust services, and estate planning. With a client-first approach, I work to develop tailored financial strategies that align with long-term goals, ensuring financial security and peace of mind for the future. Whether preparing for retirement, managing wealth transitions, or structuring trusts, I am committed to providing expert guidance and personalized solutions.
Licenses & Certifications
- View certificate
Psychological Safety: Clear Blocks to Innovation, Collaboration, and Risk-Taking
LinkedInFeb 2024
- View certificate
How to Commit Learning to Memory
LinkedInJun 2023 - View certificate
Your Money or Your Life: Transforming Your Relationship with Money and Achieving Financial Independence
LinkedInJun 2021 - View certificate
The Art of Connection: 7 Relationship-Building Skills Every Leader Needs Now (getAbstract Summary)
LinkedInOct 2021 - View certificate
How to Build Rapport Quickly
LinkedInDec 2021 - View certificate
Effective Listening
LinkedInJun 2021 - View certificate
Building Better Relationships through Listening and Validation
LinkedInFeb 2024
Volunteer Experience
Board Member
Issued by Larimer Humane Society on May 2022
Associated with Ted RayBoard Member
Issued by Realities For Children on Mar 2011Associated with Ted Ray
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