Reena Ray is a Premier Banker with 17 years of financial services experience. She helps clients take a comprehensive, holistic, and strategic approach to financial planning, while delivering customized solutions and providing active relationship and risk management. Reena has always had a passion for travelling and meeting individuals from different backgrounds and cultures, and her foreign experience in Europe and Asia helps her offer clients a unique financial outlook. She enjoys getting to know her clients on a personal level, which enables her to connect, engage, and empathize with them throughout their financial journeys. Her daily goal is to put her clients first, building their trust through high-touch attention, in-depth conversations, and technology.
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
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