Raymond E. Duenas has been a financial Advisor at Stewardship Advisory Group since 2009, and has over 18 years of financial experience. Ray graduated from Embry-Riddle University in Daytona Beach Florida with a Business Administration (BBA) and possesses a Commercial Pilot License. He holds the Series 7, 8, 63, 65, Florida Life Insurance and Health Insurance Licenses.
He is committed in maintaining the highest standard of quality to tailor each client’s financial needs. Ray strongly believes that to provide quality advice about a client’s finances requires a comprehensive approach. Managing investments must include considering a client’s tax strategies, risk tolerances and time horizons. His mission is to provide a client-focused comprehensive plan that is reviewed regularly to ensure the best services for his clients. He is grateful to all those who entrust him with the personal details of their finances and who allow him to make a career of being their trusted advisor.
In 2011, he endorsed Dave Ramsey and became a local provider which has transitioned in August, 2016 Smartvestor program. During his partnership, Ray stated, “I have thoroughly enjoyed this relationship and opportunity to serve likeminded clients. I get the opportunity to meet with Dave Ramsey fans of all age, both men and women, from students to retirees, from people in the Orlando area to people overseas serving as missioners. For some people, I am the first financial advisor that they have ever spoken with, which I see as an honor. Everyone seems to have a unique story that they are willing to share with me. I do my best to put myself in their shoes, applying Dave’s principles and using words and ideas which best address their particular situation.”
Ray is blessed and proud to be married to Rosa E. Duenas. Over the years he has understood the importance to have balance in serving others at work, and in his private life. One way in which he has done this is by serving local churches by providing Estate Planning Seminars. He provides support for local groups to spread the gospel to other countries on mission trips, and is an active member at “First Baptist in Orlando”. His motto is: People Matter, Excellence First, Integrity Always!