Ray Barnabei
Retirement Plan Consultant at Suncoast Trust & Investment Services | Naples, Florida, United States
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Ray Barnabei serves as a Retirement Plan Consultant at Suncoast Trust & Investment Services, where he plays a pivotal role in shaping the retirement strategies of clients, particularly focusing on educators and administrators. With a deep understanding of the unique challenges faced by hard-working Americans, Ray is dedicated to crafting tailored solutions that not only meet but exceed client expectations. His expertise in retirement planning, combined with his strong background in business strategy and consultative selling, allows him to effectively guide clients through the complexities of retirement savings and investment options.
At Suncoast, Ray is involved in key projects that aim to enhance the financial literacy of clients, ensuring they are well-informed about their retirement choices. He leverages his skills in strategic planning and portfolio management to develop comprehensive retirement plans that align with clients' long-term goals. His proficiency in 401(k) plans and DCIO (Defined Contribution Investment Only) services enables him to provide valuable insights into optimizing retirement savings and investment performance.
Ray's commitment to building strong client relationships is evident in his consultative approach, where he actively listens to clients' needs and concerns. By fostering trust and transparency, he empowers clients to make informed decisions about their financial futures. As a licensed professional with Series 7 and Series 6 certifications, Ray is well-equipped to navigate the regulatory landscape of retirement planning, ensuring compliance while maximizing client benefits. His passion for helping others achieve a secure retirement is the driving force behind his work, making him a trusted partner for those seeking financial stability in their golden years.
Retirement Plan Consultant at Suncoast Trust & Investment Services in July 2016 to Present
Retirement Plan Consultant at Pension Professionals in January 2013 to July 2016
President Executive Board at St. John's Prep in January 2010 to January 2013
Vice President, Business Development at Fidelity Investments in January 2002 to January 2012
Vice President, Account Executive at Fidelity Investments in January 1989 to January 2002
Consultant Relations at Fidelity Investments in January 1986 to January 1989
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Syracuse University - Martin J. Whitman School of Management, BS
Harvard Business School, August 2026
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Strategy
Business Strategy
Sales
Sales Management
Sales Process
Mutual Funds
Strategic Planning
Business Relationship Management
Business Planning
Marketing Strategy
Marketing
New Business Development
Management
Team Building
Leadership
Team Leadership
Territory Management
Retirement
Retirement Planning
Training
Investments
Consultative Selling
Relationship Development
Business Plan Execution
Mentoring/Coaching
Benchmarking Analysis
Investment Products
DCIO
Consultant Relations
Series 7
Series 6
Series 63
AIF
Investment Advisory
Defined Contribution
ERISA
Asset Management
Defined Benefit
Wealth Management
Investment Strategies
Investment Sales
Fixed Income
Investment Banking
Financial Analysis
Finance
Portfolio Management
Securities
Financial Services
401k
Business Development
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What is Ray Barnabei email address?
Email Ray Barnabei at [email protected] and [email protected]. This email is the most updated Ray Barnabei's email found in 2026.
How to contact Ray Barnabei?
To contact Ray Barnabei send an email to [email protected] or [email protected]. (updated on September 02, 2024)
What company does Ray Barnabei work for?
Ray Barnabei works for Suncoast Trust & Investment Services
What is Ray Barnabei's role at Suncoast Trust & Investment Services?
Ray Barnabei is Retirement Plan Consultant
What is Ray Barnabei's Phone Number?
Ray Barnabei's phone (305) ***-*248
What industry does Ray Barnabei work in?
Ray Barnabei works in the Education Management industry.
Ray Barnabei Email Addresses
Ray Barnabei Phone Numbers
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