Ray Moncrieffe

Ray Moncrieffe is a Tax Director at Creative Planning, a leading company providing diverse wealth management services.

With a Bachelor of Science in Accounting from Bryant University, Ray Moncrieffe brings a strong educational background to his role.

His professional experience includes serving as Tax Manager at various prominent firms such as The Whitlock Company, Cherry Bekaert LLP, TKTK, Stancil & Company, J.H. Cohn LLP, and as Tax Senior at Deloitte.

Ray Moncrieffe specializes in Wealth Management, Investment Management for Individuals, Businesses, and Charities.

Creative Planning, under his direction, manages assets exceeding $38 billion for clients across all states and territories.

Ray Moncrieffe's expertise in tax planning, financial planning, charitable planning, retirement plan consulting, and estate planning contributes significantly to the success of Creative Planning.