C. Raymond Weldon
C. Raymond Weldon, President of Weldon & Company in Ft. Lauderdale, Florida, began his financial service career in 1976. He works primarily with affluent individuals and families, business owners and executives, professionals and retirees. Among the services he provides are money management, retirement, business, and estate strategies, as well as guidance in the area of charitable giving. He also helps clients with business and succession planning.
“There is no substitute for planning when it comes to achieving financial success,” says Ray. “I help my clients to determine their goals, and then, together, we develop the most efficient strategies to achieve them. I continually monitor their progress, suggesting adjustments to accommodate changes in the economy or in their personal situations. I help to provide the information they need to make wise decisions regarding any change in their portfolios. I want to have clients for life, not just sales for today, and the best way to accomplish that is to earn their business, every day!”
A graduate of the University of Florida, Ray is licensed in Life, Health, and Annuities, as well as holding the Series 6, 63, 22, 2 and 7 registrations. He has also earned the Chartered Life Underwriter, and the Chartered Financial Consultant designations. Ray has received numerous industry awards and holds memberships in the Society of Financial Service Professionals and the National Association of Insurance and Financial Advisors.
Ray is active in his church and his community. In his leisure, he enjoys reading, bike riding, playing tennis, and traveling. Most of all he likes to spend time with his wife, Kaye, and their sons, Corry and Andrew. The Weldons make their home in Boca Raton.