Reena Ray

Reena Ray
Premier Advisor

11600 Plaza America Dr

Reston, VA 20190-4700

About me

Background

I am a Premier Advisor with experience in financial services since 2004. I help clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. I have always had a passion for travelling and meeting individuals from different backgrounds and cultures, and my experience abroad in Europe and Asia helps me offer clients a unique financial outlook. I enjoy getting to know my clients on a personal level, which enables me to connect, engage, and empathize with them throughout their financial journeys. My daily goal is to put my clients first, building their trust through high-touch attention, in-depth conversations, and technology. 

Registered Representative, Truist Investment Services, Inc., Investment Adviser Representative, Truist Advisory Services, Inc

Check the background of this investment professional on FINRA's BrokerCheck

Education

Master of Business Administration
Faculty of Management Studies in New Delhi, India

Personal interests

I have lived in the Fairfax area for over 20 years and an avid reader of both fiction and nonfiction Japanese and English literature.

Specialties

  • Cash-flow forecasting, business planning, asset accumulation strategies, savings and tax planning, retirement distributions and more

  • Innovative, customized risk management strategies and solutions, designed to protect every facet of your assets and income.

  • Market strategy insights, strategic and tactical asset allocation guidance, long-term investment strategies, and more

  • A full range of premium banking options, including credit cards, personal and business lending, mortgages, home equity lines of credit, and more

Locations

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