Hello! I'm Travis
I specialize in helping Registered Investment Advisors (RIAs) streamline operations, integrate technology, and build scalable systems. With deep expertise in financial platforms, trading systems, and CRM solutions, I take a hands-on approach to simplify complex workflows, reduce inefficiencies, and create a seamless experience for both advisors and clients.
Whether you're optimizing client onboarding, refining reporting and trading processes, or integrating key software tools, I provide tailored solutions that align with your firm's growth. If you're looking for a consultant who understands both the technical and strategic sides of running an RIA, let's connect and build a more efficient, scalable future for your business.
Travis Ray, CFP®
Financial Planner & RIA Tech Consultant
336-317-1035
Email:
Address:
Greensboro, North Carolina
Phone:
EXPERIENCE
2023-PRESENT
Lead Consultant
BY DESIGN CONSULTING SERVICES
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Assess and refine workflows to eliminate inefficiencies, integrating technology-driven solutions that improve scalability, streamline processes, and enhance overall performance.
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Align operations with business strategy by collaborating across teams to ensure systems, processes, and technology support the firm’s long-term growth and client experience.
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Design and implement scalable solutions for RIAs, focusing on client onboarding, portfolio management, reporting, and compliance—ensuring seamless integration between financial technology platforms and internal processes.
2017-2022
Senior Consultant
ENVESTNET | TAMARAC
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Collaborated with RIA firms to scrutinize trading procedures and business processes, identifying opportunities for scalability and efficiency through the adoption of new technologies.
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Developed and delivered engaging presentations and training sessions at national user conferences, Tamarac University, and specialized workshops, enhancing user competencies and engagement.
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Acted as a subject matter expert during the sales process, playing a crucial role in acquiring new clients by demonstrating the platform's capabilities and benefits.
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Founded and led the Raleigh consulting team, establishing robust trading consultation services that enhanced the team's performance and reputation.
2014-2017
ENVESTNET | TAMARAC
Client Services Manager
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Managed multi-site, client-facing support teams dedicated to delivering exceptional support for Tamarac’s suite of products, consistently achieving high client satisfaction rates.
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Recruited, trained, and mentored Client Service Associates and Consultants, leveraging team performance metrics to drive productivity and optimize resource utilization.
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Directed client relationship management to ensure successful experiences, actively resolving concerns and fostering long-term loyalty.
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Collaborated closely with the development team to effectively triage and prioritize resolutions for reported defects, enhancing product reliability and user satisfaction.
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Pioneered the client product support team in Raleigh, establishing and leading the first management team to enhance client service operations.
2012-2014
Client Service Associate
ENVESTNET | TAMARAC
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Mastered Tamarac Reporting and Trading products alongside advanced database management, optimizing data flows for accuracy and efficiency in Portfolio Center.
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Enhanced client satisfaction through top-tier support and advocacy, and founded the Raleigh product support team, establishing high standards of operational excellence.
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Developed and implemented SQL scripts to automate tasks, improving efficiency and accuracy. Coordinated with development teams to streamline product improvements.
2011-2012
Retirement Plan Account Analyst
THE NEWPORT GROUP
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Created a Microsoft Access database to maintain TPA fee schedules and connect the Client Service team to the Operations department.
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Analyzed plan guidelines, vesting schedules and procedures to ensure distributions were accurate and complies with tax code.
EDUCATION & CREDENTIALS
2022
CERTIFIED FINANCIAL PLANNER™
CFP Board of Standards
2021
EXECUTIVE CERTIFICATE OF FINANCIAL PLANNING
Duke University
2010
B.A. ECONOMICS
University of North Carolina at Chapel Hill
INDUSTRY TECH EXPERTISE
SKILLS
Financial Planning - CFP® Level
Portfolio Management - Advanced
SOP Documentation - Ninja
Workflow & Process Improvement - Opportunist
Managerial Experience - 5+ Years
Client Facing Roles - 10+ Years
Microsoft Excel - Advanced
Typing While Someone is Watching - Novice
CORE VALUES
Efficiency
Make the most of limited resources by streamlining processes, optimizing workflows and being efficient to maximize output. Intentionally designing scalable workflows and systems to fit the needs of the team is imperative and allows everyone to focus on the essential areas their work.
Intellectual Curiosity
Continuously adapting to new information, ideas and strategies in order to provide the best possible solutions and advice. An active commitment to learning and the desire to develop a deep understanding of the subject at hand to make a meaningful impact on every project to ensure successful outcomes.
Abundance of Success
With the right team and resources, anything is possible. Placing a strong emphasis on fostering and being a part of an environment of collaboration and trust, where everyone is held accountable to their commitments and encouraged to reach their highest potential is essential. The best teams are created when resources and ideas are shared openly and everyone is able to contribute to the success of the team.
MEMBERSHIPS
