- B.S. Finance from Adelphi University
Registrations and Licenses:
- Finra Series 7, 66
Raymond Triano joined the Allied Wealth Partners team as a full-time advisor in September of 2017 after participating in the Firm’s internship program the previous summer.
As a student at Adelphi University, Ray was a member of the school’s baseball team, competing in the Northeast 10 Conference. In addition, he helped to manage the University’s Student Equity Portfolio. As a student-athlete Ray cultivated the ability to multi-task, juggling his course load with multiple other responsibilities. This skill has aided in Ray’s transition to a financial advisor. In 2017, Ray graduated with his MBA.
Ray enjoys working with a variety of clients and takes pride offering these clients his expertise in the financial matters, hoping to help make a positive impact in their personal lives. He appreciates that each individual person has their own distinct goals and aspirations and he strives to help them achieve these.
A strong advocate for education, Ray takes the time to ensure that his clients understand all aspects of their financial situation and the specialized solution he develops for them. His practice includes assistance with retirement strategies, life insurance, investing, budgeting tax strategies and college funding.
In his free time, Ray continues to enjoy being active in sports. He holds his second-degree black belt in Tae Kwon Do, is an avid traveler and enjoys spending time with friends and family.
Ray currently resides in Brick, NJ. He holds his series 7, 66, Life & Health and is licensed in the states of NY, NJ, PA and RI.