Sean Ray
Founder/President - Athens Investment Center
LPL Financial Advisor
Phone: 903-264-6878 / Email: sean.ray@lpl.com
Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of our foundation of success.
We understand today’s financial environment. We understand that individuals face unique challenges and have unique financial histories. And we can help take the mystery out of preparing for today and tomorrow.
Voted Best Financial Advisor 2013-2018 (Athens Daily Review Readers Choice Awards)
Five Star Wealth Manager Award 2016, 2017, 2019
Recognized nationally in The Wall Street Journal, Forbes, and Texas Monthly Magazine
As Seen in the Wall Street Journal:
What We Do
Years of experience have prepared us to guide you through your life transitions.
Why We Do It
Trust. Honesty. Integrity. We believe values matter, and we live by ours every day.
How We Do It
Client-centric four step approach, focused on pursuing specific milestones that we create together.
Where Do You Want Your Financial Roadmap To Take You?
Just about everyone has a different opinion on how you should invest or manage your money. With so much contradictory advice, you may have a hard time confidently deciding what will work for your personal situation. Every person is unique and has their own definition of financial independence, which means no one financial strategy fits all.
We strive to create a personalized financial roadmap that may guide you toward your desired destination. We seek to simplify complex financial terms and investment options, offer honest advice, and help you navigate the complexities of investing and financial strategies. In all we do, our goal is to humbly serve you by nurturing long-term relationships built on trust and performance.