In both the Charlotte and Winston Salem offices, our team is committed to providing financial services and retirement advice that is comprehensive, individualized and based on strategies that focus on downside protection.

THE WEALTH GUARDIANS STAFF

 Doug Ray, MBA, ChFC, RICP®, President
Doug Ray, MBA, ChFC, RICP®, President
Doug has been a financial advisor for 30+ years and specializes in working with those approaching or in retirement. He holds designations as a Chartered Financial Consultant ChFC®, Retirement …
Brice Payne
Brice PayneRICP®, Advisor
Brice has been a licensed and practicing investment advisor since 2010. After working with T Rowe Price and PNC Investments, Brice moved to Winston Salem in 2017 with his wife, Bele, who works in cardio thoracic medicine at Wake…
Garrett Ray, MBA
Garrett Ray, MBAAdvisor
Garrett Ray joined the Wealth Guardians’ staff in 2022 and holds his Series 65 license as well as his North Carolina insurance licenses for life, health, and long-term care. He graduated from The Citadel in 2007 with a B.S. in Civil Engineering…
 Sherrie Ray
Sherrie Ray HR/Administrative Coordinator
Sherrie graduated from East Carolina University with a Bachelor of Physical Therapy in 1979 and enjoyed a 20+ year career in the field. After her sons graduated and were successfully launched into their own lives she decided to try…
Nicole Lyles
Nicole LylesMarketing Manager
Nicole joined The Wealth Guardians as a Marketing Manager in 2024. She has worked for both large corporations and small non-profit organizations and is driven by creating value and driving results…
Joy Bolynn
Joy BolynnExecutive Assistant
Joy is a native of Davie County, NC and currently resides in Winston-Salem with her husband Talon since 2006. Joy attended Appalachian State University and graduated with a Bachelor’s of Science…
Lynn Smith
Lynn SmithAdministrative Assistant
Lynn comes from her home state of Maryland after “retiring” with her husband of 40 years, Rick. They moved in 2018 and really enjoy North Carolina with its friendly people …

RETIRE THE JOB AND KEEP THE PAYCHECKTM

Request a no-cost, no-obligation second opinion meeting today.