Ray Peebles
Senior Wealth Strategist
Ray brings firsthand experience as well as expert knowledge in helping busy professionals and executives achieve their family’s goals. He is particularly well-versed in the unique needs of his generation, who often find themselves juggling their own retirement planning and college funding efforts with the long-term care of aging parents. Having built his career at CornerCap and with more than 35 years of industry experience, Ray is experienced in applying the firm’s disciplined philosophy to each client’s unique situation. Also true to the founding spirit of CornerCap, he is an active member of the community and volunteers at his family’s parish/school, Our Lady of the Assumption Catholic Church.
Education and Accreditation
- BA, Accounting and Business Management – North Carolina State University
- MBA – Wake Forest University School of Business
- Member, CFA InstituteMember, CFA Institute
- Member, CFA Society Atlanta
Ray’s Insights & Resources
The Other Time Value of Money: When It Pays to Outsource
As investors, we understand that a dollar today can be [...]
Mo Money, Mo Problems? Tips on Raising Fiscally Responsible Kids
Comedians Jerry Seinfeld and Kevin Hart know the struggle of [...]
Year End Tax Review and Planning: IRAs, QCDs and RMDs
With less than a month remaining in this most unusual [...]
The CARES Act: Relief for Retirement Plans
The recently passed Coronavirus Aid, Relief and Economic Security (CARES) [...]
Stuck in the Middle: How the Sandwich Generation Can Preserve Wealth in This Environment
Just a few short weeks ago, were you confidently anticipating [...]
Missing the Recovery: A Cautionary Tale
While many struggle to stay calm during this extremely turbulent [...]
Is It Time to Refinance Your Mortgage?
With capital markets reeling from anticipated economic effects of the [...]
Health & Wealth: Don’t Neglect Your HSA Check Up
Flu season is in full swing, and this year’s activity [...]