Tyson Ray  CFP®, CIMA®

Tyson Ray  CFP®, CIMA®

FORM | CEO, Founding Partner, Senior Wealth Advisor

 

Tyson started his career in financial services after graduating from the Honors program at the University of West Florida and returning to Southern Wisconsin, where his family has lived for generations. He first learned about investing and the stock market during an economics class in his sophomore year at Badger High School, and at 16 years old, he decided to invest $100 into two different mutual funds. This was his first step on a path he continues to traverse today: using financial strategy to help make people’s lives better.

Over the past 20+ years, Tyson has sought to expand his knowledge and expertise through every available channel, including the Certified Investment Management Analyst® (CIMA®) Certification and the CERTIFIED FINANCIAL PLANNER certification. He has been named a 2018-2021 Forbes Best-in-State Wealth Advisor* and a 2005-2021 Chairman’s Council Advisor**. He is also a member of the Financial Planning Association of Wisconsin.

Tyson has been recognized for his many philanthropic endeavors in the community, including the Invest in Others Global Community Impact Award and REP. Magazine’s Advisor with a Heart Award for Sustainable Charity for his ongoing work with the Ray’s non-profit, Children’s World Impact.

Tyson is devoted to his wife Jenny and their three children, Nelson, Austin, and Carson. When he has the opportunity, he enjoys spending time outdoors, hunting, fishing, and playing golf.

 

Credentials and Educational Highlights

  • University of West Florida, Bachelor’s Degree
  • CERTIFIED FINANCIAL PLANNER certification
  • Business exit planning course
  • 2018-2021 Forbes Best-in-State Wealth Advisor*

Tyson was named to the 2021 edition of the Forbes list of Best in State Wealth Advisors. 

*The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years’ experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Out of approximately 32,725 nominations received, based on thresholds, more than 5,000 advisors received the award. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Neither Forbes nor SHOOK receives a fee in exchange for rankings. This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

** Tyson Ray, 2005-2021. Membership is based on prior fiscal year production. Re-qualification is required annually. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisor’s future performance. No fee is paid in exchange for this award/rating.