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Our financial advice team


Ray Trosclair

Ray Trosclair

CFP®

Private Wealth Advisor

CERTIFIED FINANCIAL PLANNER™ practitioner
Trosclair Wealth Management
22
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 17 reviews

Background and qualification information is available at FINRA’s BrokerCheck website.

Areas of focus

  • Retirement Planning Strategies
  • Investment Management
  • Wealth Preservation Strategies
  • Tax Planning Strategies
  • Small Business
  • Estate Planning Strategies

Interests

  • Golfing
  • Cooking
  • Traveling
  • Mentoring

Awards & recognition

  • Forbes Best-in-State Wealth Advisors, 2020--2021
  • Ameriprise Circle of Success, 2017, 2021

Qualifications

  • CERTIFIED FINANCIAL PLANNER™ practitioner
  • APMA® Accredited Portfolio Management Advisor℠

Education

  • B.S. Finance, Nicholls State University, Thibodaux, LA

Professional associations

  • Financial Planning Association
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