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Raymond Luce

Raymond Luce

Founding Director

Raymond Luce, Director of Investment Services, has been working with individuals and businesses in the Central New York area since 1995. Clients are being actively serviced in areas surrounding Malone, Watertown, Syracuse and Rochester New York. He holds series 6, 63, and 26 licensure, and is licensed with the New York State Department of Insurance for Life, Health and Long-Term Care Insurance. Additionally, he has experience in business management and success valuation to assist in valuing your small business.

Ray graduated with a bachelor's degree in electrical engineering from Clarkson University and holds a Master's Degree in Finance from Rensselaer Polytechnic Institute. He is dedicated to developing lasting relationships with all his clients and believes in helping you assess your financial goals and participate in the management of your finances.

One of the benefits of working with Ray is his ability to provide clear, easily understood explanations of financial products and services. The personalized program that he can provide is a roadmap to working toward a more secure financial future.

I look forward to using my experience to help you pursue your financial goals.