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A. Raymond (Ray) Randall, Jr. has twenty years of experience with the financial
services industry. He initiated his career with Mutual of New York
(MONY) with a continuation as Insurance and Sales Associate with
Merrill Lynch, Pierce, Fenner & Smith, Inc. His Securities experience
is with Prudential Securities, Inc. and A.G Edwards & Sons, Inc.
Ray has appeared on CNN on behalf of Investors Daily; he has
broadcast level television experience with his program, "The
BottomLine with Ray Randall," seen previously on a Boston NBC
affiliate. His radio experience includes the public affairs program
for WBOQ, Gloucester, and he authors Ethos Advisory Service's "Ethos Musings". Ray was awarded his Master of Divinity degree from
Gordon-Conwell Theological Seminary, South Hamilton, Massachusetts in 1977. Ray received his Bachelor of Arts degree from Southern Conneticut State University.
The former President of Eastern Point Advisors, Inc., Ray designed all
marketing materials, hired staff, and
trained all associated intermediaries on asset management theories, including modern portfolio theory. As President, Ray
was key to raising more than 30 million dollars in their first full
year of business.
 Ray owns Ethos Advisory Services, an independent registered investment
advisory service providing asset management services to institutional
and private investors. Although Ray has held a Series 7 license, as
well as life and health insurance licenses, he has decided to serve
clients as a registered investment advisor.
Ethos Advisory Services provides services on a "fee only" basis. Bloomberg's John F. Wasik helps you decipher adviser titles in his article, "Titles for 'certified', 'accredited' financial advisers can be misleading".
Ethos Advisory Services recognizes the importance of life insurance and long-term care products by providing qualified professional referrals for clients needing such help. Ethos Advisory Services also provides extensive financial planning services, mortgage refinancing research, and estate planning help.
In addition to serving the clients of Ethos Advisory Services, Ray
serves as a Selectmen for the Town of Essex, Massachusetts, Moderator (2001-2007)
for the First Congregational Church of Essex, and the Essex Chapter Treasurer for the Salvation Army.
For seven years, Ray taught Investment Analysis at Gordon College, Wenham, Massachusetts.
Ray and Lisa live with their two children in Essex, Massachusetts, north
of Boston.
You may write to Ray by using the Ethos contact page
Just click on the link (in blue) to read the Ethos Advisory Services, Inc. , ADV, Part II ; Schedule F, and Ethos Advisory Services Client Account Agreement
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