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  2. Raymond F Bree, Jr., CLU, ChFC®

Raymond F Bree, Jr., CLU, ChFC®

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Raymond F Bree, Jr., CLU, ChFC®
CEO | Managing Partner | Wealth Manager
Phone: 
(302) 366-0366 x115
E-mail: 
ray.bree@dsfg.com

Our Mission

Financial Life Plans for today with a clear vision for tomorrow.

Expertise

Raymond F. Bree, Jr., CLU, ChFC®, is CEO of Diamond State Financial Group, LLC.  He received his Bachelor of Science degree in Business Administration from the University of Delaware.  Ray has his Series 6, 7, 24, 63 and 65 registrations and has received the industry designations for Financial Planning (ChFC®) and Risk Management (CLU).  With business exit expertise, Ray takes a holistic approach to designing an exit strategy to help business owners successfully exit their business. 

Ray founded Diamond State Financial Group in 1989, and has built it into the comprehensive financial services firm it is today.  His team of professionals has more than 160 years of combined asset management experience.  He has led the Firm to be a 15-time recipient of the Chairman, Presidents, and Masters Clubs with Securian.  In addition to leading the Firm, Ray is involved in the recruiting and training of new advisors and assisting advisors with the coordination of the financial strategy process for clients.  He has more than 30 years of experience in assisting business owners and professionals with their estate, investment and financial strategies.

He is a Registered Representative and Investment Advisor Representative of Securian Financial Services, Inc.

Personal

Ray has been a longtime member of Vistage International, an executive leadership organization that provides unparalleled access to new ideas and fresh thinking to keep their companies moving forward.  He serves on the University of Delaware FINANCIAL PLANNING Advisory Board. Ray is past Chairman of the Board of Directors for the Western Family YMCA and currently sits on the State YMCA Board.  In his pastime, he enjoys golf and trail biking. Ray and his wife, Denise, currently reside in Hockessin and Rehoboth Beach where he is a member of Kings Creek Country Club.

 

Awards and club membership are based primarily on commissions, premiums, or fees generated from investment and insurance products and other criteria relative to leadership, achievement, and recruiting. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

 

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Our Team

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121 Continental Drive, Suite 110, Newark, DE 19713 United States
  •  Tel: (302) 366-0366
  •  Fax: (302) 454-9405
  •  service@dsfg.com
200 E. State Street, Suite 303, Media, PA 19063
  •  Tel: 610.565.9550
  •  Fax: 610.892.0822
  •  service@dsfg.com
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UD Blue Hen 17&43 Award is based on eligibility and selection criteria created and maintained by the University of Delaware.  Working with this firm is not a guarantee of future financial results.  Investors should conduct their own evaluation.

Fastest 50 Award is based on a three-year average (2016, 2017, 2018) of steady and/or significant employee and revenue growth. Working with this firm is not a guarantee of future financial results. Investors should conduct their own evaluation.

DSBC Blue Ribbon Award for Best Professional Company is granted based on the firm's involvement with the local chamber of commerce. Working with this individual or firm is not a guarantee of future financial results. Investors should conduct their own evaluation. 

Diamond State Financial Group is independently owned and operated, and offers its own suite of products and services entirely independent of Securian.

Certain individuals associated with Diamond State Financial Group are registered with and offer securities and investment advisory services through Securian Financial Services, Inc. ("Securian"), a registered broker-dealer and investment adviser, member FINRA / SIPC. Individuals registered with Securian are authorized to offer only those securities and investment advisory services that have been specifically approved by Securian. FINRA's BrokerCheck contains additional information about registered individuals and also indicates whether they are registered representatives and/or investment advisor representatives. You may also refer to their individual bio pages on this website to find their registration status. Not all registered persons are registered as investment advisor representatives.  Only registered persons who are registered as investment advisor representatives use titles "advisor" or "financial advisor" and provide advisory services. For further questions about which individuals associated with Diamond State Financial Group are registered with Securian, as well as information about which securities and investment advisory services such individuals are authorized to offer on Securian's behalf, please contact Securian at 1-800-820-4205.

121 Continental Drive, Suite 110, Newark DE 19713.  (302)366-0366 2953023 DOFU 06/2020

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