Ray PowersRay Powers, CRPC®, AIF®Executive DirectorWealth Advisor
About Ray
Ray Powers is an Executive Director and Wealth Advisor with J.P. Morgan Wealth Management.
With 25 years of wealth management experience, Ray began his career at Merrill Lynch where he worked with high-net-worth and ultra-high net worth clients. Ray draws from his deep wealth management background and translates the complexities of the financial landscape into meaningful information to deliver the best strategies available. He joined J.P. Morgan in 2019 to provide his clients with the hands-on responsiveness of a boutique firm coupled with the global strength of one of the most renowned financial institutions in the world.
As a member of the J.P. Morgan Portfolio Manager Program, Ray is one of a select group of advisors who undergo a screening process to manage discretionary client portfolios, and are subject to ongoing quantitative and qualitative reviews to assess each advisor's investment strategy. Ray manages wealth from both sides of the balance sheet and takes a goals-based approach to offer advisory guidance that is in the best interests of each individual. His capabilities extend beyond investment management as he provides appropriate strategies for a wide array of financial needs including portfolio management, retirement planning, customized mortgages and trust & estate planning.
Ray partners alongside CPAs, lawyers and other consultants to help ensure that the entirety of each client's financial picture is considered. He believes that just as most companies have a CFO to oversee their corporate financial affairs, his role as a Wealth Advisor is equally important to the families that he serves.
With 25 years of wealth management experience, Ray began his career at Merrill Lynch where he worked with high-net-worth and ultra-high net worth clients. While with the firm, he was a member of a team that provided feedback to Management on what clients were looking for in technology advancements. Ray draws from his deep wealth management background and translates the complexities of the financial landscape into meaningful information to deliver the best strategies available. He joined J.P. Morgan in 2019 to provide his clients with the hands-on responsiveness of a boutique firm coupled with the global strength of one of the most renowned financial institutions in the world.
A graduate of St. John's University, Ray earned his B.S. in Business Management.
Originally from Astoria, Queens, Ray has been married to his high school sweetheart, Tania, for 23 years. They are the parents of two teenagers, Alexa and Anthony, and enjoy supporting their children's artistic and athletic pursuits. Ray is the son of an American Veteran and has been a life-long advocate for Veteran's Organizations where he lends his time and support. Involved in his community, he is a member of the Knights of Columbus as well as an active participant in UNICO National, an Italian-American philanthropic organization whose motto is "Service Above Self".
Chartered Retirement Planning CounselorSM or CRPC® are registered trademarks owned by the College for Financial Planning and may not be used without the express written consent of the College. AIF: Fi360 Inc. owns and awards the certification marks "AIF®" and "Accredited Investment Fiduciary®". Authorized users of the marks have successfully met requirements for initial certification and annual recertification.
Insights
U.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read Now
Vacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read Now
Can today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead Now
Help your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead Now
The Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read Now
Are consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read Now
Could inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read Now
For you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read Now
Tax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read NowU.S. Mid-Year Outlook 2022: Can the Fed rein in inflation without causing a recession?
June 23, 2022We think so. But acknowledging risks and making a few portfolio tune-ups may help you manage whatever comes.Read NowVacation scams? A few simple actions can help protect you
June 23, 2022Criminals target people on the move—and more of us are, now that pandemic restrictions have lifted in many parts of the world.Read NowCan today’s market volatility be turned into tax benefits?
June 22, 2022Tax loss harvesting can help enhance investors' after-tax returnsRead NowHelp your children make a great plan for their lives
June 22, 2022See our tips for speaking with—and empowering—adult children and grandchildrenRead NowThe Fed seems clear: Control inflation at the expense of growth
June 16, 2022Following the largest rate hike since 1994, we share five observations on a critical week for markets.Read NowAre consumers in for a long, hot and expensive summer?
June 9, 2022U.S. retail gas prices are at all-time highs – with no ceiling in sight.Read NowCould inflation finally be peaking?
May 25, 2022We unpack where things stand with inflation, our view, and what to do about it.Read NowFor you, is it a "great resignation" or just a "great reset"?
May 23, 2022If you’re thinking of a big change, ask us to analyze all your possibilities. Our insights may liberate, surprise and reinvigorate you.Read NowTax alpha: 3 steps to take today to improve your portfolio’s tax health
May 22, 2022Are you doing all you can to save on U.S. taxes?Read Now