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Our financial advice team


Ray Clark, Private Wealth Advisor serving the Coppell, TX area - Ameriprise Advisors

Ray Clark

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ professional
Clark & Associates
26
Years of Experience
This number may include years as a financial advisor, and/or experience as a registered representative.

Client Satisfaction 5.0 out of 5 rating based on 16 reviews

Background and qualification information is available at FINRA’s BrokerCheck website. | Ameriprise Financial Services, LLC Client Relationship Summary Disclosure.

Areas of focus

  • Retirement Planning Strategies
  • Wealth Preservation Strategies
  • Women's Financial Strategies
  • Estate Planning Strategies

Qualifications

  • CFP® CERTIFIED FINANCIAL PLANNER™

Education

  • Rochester College, MN

Awards & recognition

  • Ameriprise Circle of Success, 2023
  • Five Star Wealth Manager, 2012-2022
  • Ameriprise Client Experience Award, 2022

Stay informed on financial planning, stock market and economic impacts, and more - before even becoming a client. Through my monthly newsletters, you'll get a sense of the personalized financial advice you can expect to receive from my practice.

Community participation

  • YMCA Adventure Guides, Longhouse Officer, Coppell TX
  • National Brain Tumor Foundation, Angel Adventure Walk, Fort Worth TX
  • Former Board of Directors, Theatre 3, Dallas TX
  • Member of Pyrotechnic Artists of Texas: Fireants.org, Lewisville TX
  • Pyrotechnic Guild International PGI, safety team member

Interests

  • Enjoying family time, yardwork, and woodworking
  • Fixing things - all kinds of things
  • Licensed by the Texas State Fire Marshal's office as a Pyrotechnic Operator.