MEET THE WEALTH GUARDIANS

Our mission is to execute financial strategies that safeguard retirement savings and give our clients the peace of mind to enjoy the life they’ve created.

The Wealth Guardians is an independent, holistic financial planning firm focused on retirement planning. In both our Clemmons and Charlotte 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. We have 25+ years of experience in the retirement planning sector and we have the privilege of serving over 450+ clients and their families.

The Wealth Guardians is a fiduciary and we will always act in our clients’ best interests. We are motivated by building relationships, not by selling products.

The Wealth Guardians team is guided by our core company values:

  • We emphasize financial education in all our interactions.
  • We plan holistically versus act transactionally.
  • We are relationship driven and interact with our clients as extended family.
  • We strive to demonstrate a high level of competence and excellence every day.

THE WEALTH GUARDIANS STAFF

 Doug Ray, MBA, ChFC, RICP®, President
Doug Ray, MBA, ChFC, RICP®, President
Doug has been a financial professional for more than 35 years and, long before it was mainstream, began focusing his practice on working with those approaching or in retirement. He holds his Series 65 license along with designations as a…
Brice Payne, RICP®
Brice Payne, RICP®Investment Adviser Representative
Brice has been a licensed and practicing RICP® 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, MBAInvestment Adviser Representative
Garrett graduated from The Citadel in 2007 with a B.S. in Civil Engineering having attended on a Navy ROTC scholarship. Upon graduation, Garrett accepted his commission as an Ensign and Seabee Combat…
 Sherrie Ray
Sherrie Ray Client Event Coordinator
Sherrie graduated from East Carolina University with a Bachelor of Science in Physical Therapy degree in 1980 and enjoyed a 20+ year career in the field. After her sons graduated, she explored several different career options before coming on board as the Marketing Coordinator for…
Nicole Lyles
Nicole LylesMarketing Manager
Nicole joined The Wealth Guardians as the Marketing Manager in February 2024. She is a native of New Jersey and currently resides in Lewisville with her husband, Chad, and their children. She graduated from George Mason University with a Bachelor of Science in…
Joy Bolynn
Joy BolynnExecutive Assistant
Joy has been with us since 2015. She attended Appalachian State University and graduated with a Bachelor of Science in Communications with a concentration in Graphic Arts & Imaging Technology. Joy serves our entire client base. She provides administrative support to…
Lynn Smith
Lynn SmithReceptionist & Administrative Assistant
Lynn has been with The Wealth Guardians since 2020. She is a native of Maryland and came to North Carolina in 2018 when her husband retired and wanted a slower pace of life; however, she wasn’t ready to retire! Lynn started her career with the National Security Agency in 1980. She took a career break in 1984 to be…

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