Raymond A. Schwabe

Raymond has been associated with Morgan Wilshire’s management team since 1996. He has both Series 7 and Series 63 licenses, which he keeps current and valid through his continuing educational efforts. He follows industry trends very closely by reading a voluminous amount of industry publications and blogs.

During his many years in finance, Raymond has built an extensive and loyal clientele. Morgan Wilshire attributes this to his good nature, incredible patience and dedication to helping investors achieve their financial goals. With his vast knowledge of finance and financial products, Raymond specializes in helping investors with retirement, individual and corporate accounts. He can properly advise a range of account types, from basic individual to 401K. And even though Raymond has been advising clients through some of the most challenging markets in recent memory, he has never had a single customer disclosure! Needless to say, Raymond and the Morgan Wilshire team are very proud of this accomplishment. Morgan Wilshire invites anyone to check out their advisors at brokercheck on finra.org.

Raymond lives in Long Island, NY, close to the firm’s Garden City location, with his wife and three beautiful children. He is an avid baseball and football fan, following the Mets and Giants very closely. Raymond’s hobbies include golf, flag football, baseball, softball, running and weight training. He is also a cigar and whiskey aficionado. Ever the consummate family man, Raymond began coaching his son’s baseball and soccer teams long ago. He is currently the head coach of East Meadow Little League ages 4-6.

Raymond is based at the Morgan Wilshire’s Garden City headquarters, and can be reached there during regular business hours. Feel free to give him a call and to discuss your investment needs.

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