Email: bray@legacyadvisor.net
Bray is a Senior Financial Advisor at Legacy Financial Group. Before Bray began working with Legacy, he served as a financial planner for Ayco, a Goldman Sachs Company, providing Executives of Fortune 500 companies comprehensive financial counseling. He has experience in working with high net-worth individuals, families, and business owners utilize the full potential of executive compensation and benefits, complex estate planning, and tax planning strategies (including tax preparation).
As a CERTIFIED FINANCIAL PLANNER™ his level of service includes all facets of wealth management such as investment planning, tax planning, benefits and compensation planning, retirement and cash flow planning, risk management, and estate planning. He is a registered investment advisor representative and has a Life and Health insurance license. Bray is also an active member of the Financial Planning Association Tulsa Chapter. Bray graduated with his Bachelor’s Degree from Oklahoma State University and attended Southern Methodist University’s Certified Financial Planning Program (CFP-Board registered curriculum).
Bray lives in Jenks with his wife, Johnna, and two children, Sydney and Jack.