Arni has worked in the financial services industry since 1986, and has helped his clients achieve financial independence and live comfortably in every kind of market environment. In 30 years, He had seen many fads come and go and has learned that the best strategies are completely customized to his clients’ individual needs, retirement goals, attitudes about risk, and psychological profiles.
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Mary Ann Raymond
Mary Ann has 30 years of experience in the brokerage business where she worked in operations supporting traders, portfolio managers and executive management. She has multiple security registrations including the Series 7, 63, 9,10 and 4. In her years of experience she ran an equity operations department that supported 15 traders covering 400 investment advisers totaling approximately 30,000 accounts. In her most recent position, her role was Client Relations Manager supporting portfolio managers and research analysts for a boutique equity Investment Adviser in Manhattan.
Her responsibilities will include supporting Arni in the day to day operations and handle any client inquiries such as reconciliations, withdrawals, deposits, new account documentation and updates, duplicate statements, etc.
Mary Ann relocated here from New York in August of 2016 with her fiancé Mick and Golden Retriever Jesse.
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