As a Senior Wealth Management Officer, Raul advises high-net-worth clients and their families on financial, retirement, estate and tax planning.
Raul started his career as a trust and estates attorney and then joined Morgan Stanley Trust Company as a Senior Trust Officer and Manager of Estate Administration. Prior to joining Peoples United Wealth Management, he was responsible for the administration of trust accounts including revocable, irrevocable and charitable trusts at U.S. Trust.
Certified Financial Planner (CFP)
Rutgers College, bachelor’s degree
Syracuse University College of Law, law degree