Tyson Ray, CFP®'s Email Addresses & Phone Numbers

📖 Summary

As a financial advisor, I believe I can forever enhance your life as a client. I seek to be the exception to the status quo in the financial advising industry whose sole focus is money. I believe the focus should be understanding the FORM your life is taking. FORM is an acronym for your Family, your Occupations, your Recreation, and the Mission in your life. My aim is to avoid any future regret from your decisions today that might impact your future. This FORM focus helps me understand how to manage your wealth around your life and your future. I seek to build a relationship with you like no one else will so I can manage your wealth like no one else can. FORM Wealth is an independent firm. The financial advisors of FORM Wealth provide investment advisory services through Raymond James Financial Services Advisors, Inc. and securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. For important disclosure information, please see "Social Media Disclosure" link in the "Contact Info." section.Founding Partner @ We at FORM Wealth strive to build relationships like no one else will, to manage wealth like no one else can. Working with only a select number of clients, they consult by knowing the FORM your life is taking. FORM is your: Family | Occupation | Recreation | Mission From January 2014 to Present (1 year 10 months) 431 Geneva National Ave South, Lake Geneva, WI 53147Founder and Chairman of the Board @ Our Mission: At Children’s World Impact we commit to looking after orphans and widows in their distress, and to make a significant impact on the lives of the neglected. Our Vision: Children’s World Impact seeks to break the cycle of poverty through care and community development aimed specifically at orphans and widows. Care projects for women and children include providing food, clothing, shelter, education, and income opportunities. Community development projects include building schools, housing, water purification systems, and medical facilities. Our Work: Currently Children’s World Impact has two on-going projects in Haiti and Ghana, Africa. Please check out our projects pages for specific information about what we are accomplishing in each of these needy areas and how you can become involved. Our Promise: Children’s World Impact has a board of directors and partners who underwrite all of the organization’s expenses. Our commitment to our donors is that 100% of what is given goes to make a lasting impact on the lives of those we are serving. Globally, orphaned children and widows are some of the most marginalized, overlooked, and abandoned members of society. Living in locations where there are no government or community-based support systems, survival is an on-going struggle. At Children’s World Impact, we are doing something about it. How will you make an impact? www.childrensworldimpact.com From 2006 to Present (9 years) Lake Geneva, WIManaging Director - Investments @ From October 2008 to January 2014 (5 years 4 months) Lake Geneva, WIFinancial Advisor @ From October 2007 to October 2008 (1 year 1 month) Branch Manager & Financial Consultant @ From January 1998 to October 2007 (9 years 10 months) BS, Business, Psychology & Political Science @ University of West Florida From 1993 to 1997 Graduation, Graduation @ Badger High School From 1989 to 1993 Tyson Ray, CFP® is skilled in: Strategic Planning, Public Speaking, Management, Nonprofits, Strategic Leadership, Retirement Planning, Published Author, Poverty Reduction, Life Transitions, Team Building