UBS Financial Services
47yrs
Top advisor by experience in Greensboro
4yrs
Travis Ray
Financial advisor at BY Design Financial Planning
Travis Ray has worked in the financial industry for 4 years and is a financial advisor based in Greensboro, North Carolina. Travis joined BY Design Financial Planning in 2022, a firm offering financial planning, investment management, and selecting outside investment managers. Travis holds the CFP® designation.
At a glance
Experience4 years (since 2022)
How that compares ?4 years in the industry
Office104 Paisley St., Greensboro, NC 27401
How the firm is paid ?Percent of assets, Hourly, Flat fee
Typical client at the firm ?$204,708
States licensed ?1 state
Services through BY Design Financial Planning
Financial planningInvestment management for individuals and small businessesChoosing other investment managers
Specialties, designations like CFP®, and languages spoken appear here when advisors claim their profiles.
Designations
CFP®
Licenses
Exams passed, from the official record. Tap a license to see what it allows.
None listed.
Career
- 2022 – nowBY Design Financial PlanningCurrent firm
Questions to ask Travis
Tailored to Travis’s registration and firm.
- What does a financial plan with you include, and how often is it updated?
- If you use outside managers, how are they chosen and what do they cost on top of your fee?
- Where would my money be held, and will I get statements directly from that firm?
- What would I pay in total each year, in dollars, including fund and trading costs?
My notes and scorecard
Sign in to keep private notes, score your first meeting, and track this advisor alongside others.
About Travis
How do I contact Travis?
Call BY Design Financial Planning at (336) 265-7358 and ask for Travis Ray. Travis works from the Greensboro, NC office.
How long has Travis been a financial advisor?
Travis has been in the industry since 2022, about 4 years. 4 years in the industry.
What licenses does Travis hold?
No exams are listed on the official record.
Is Travis a fiduciary?
Travis is registered with an advisory firm. Ask whether they act as a fiduciary for all the advice they give you.
How is Travis paid?
BY Design Financial Planning reports being paid by a percentage of the assets they manage, hourly fees, flat or fixed fees. Ask Travis for your total yearly cost in dollars.
Official record as of October 3, 2026.
This profile is for information only and is not financial advice or a recommendation.
Other advisors nearby
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top 1% by experience in Greensboro
Wells Fargo Advisors
46yrs
Top 1% by experience in North Carolina
Oppenheimer & Co.
46yrs
Top 1% by experience in North Carolina
Merrill Lynch, Pierce, Fenner & Smith
46yrs
Top 1% by experience in North Carolina
Spartan Planning Group
46yrs
Top 1% by experience in North Carolina