Overview
Raine Ayers specialty is holistic financial planning, portfolio management, and tax-efficient investment strategies for highly compensated individuals with complex compensation packages. She is also highly experienced in helping business owners, individuals, families, and retirees build, preserve, and transfer wealth. Raines proactive approach and ability to explain complex concepts empowers clients to achieve goals with clarity and confidence.
Experience
Raine brings deep knowledge of asset allocation, risk management, retirement and estate planning to every engagement. She has over a decade of financial services experience serving clients as a Financial Advisor and growing advisory teams in leadership roles. Raine has significant experience helping executives and institutional plan participants integrate restricted stock units (RSUs), incentive stock options (ISOs), performance stock units (PSUs) and complex equity awards into disciplined, forward looking wealth management strategies designed to build legacy.
Education & Affiliations
Raine holds Series 7, Series 65, and Series 63 securities registrations.