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Raymond F

Series 63, Series 66

Bloomfield Hills, MI

MissionSquare Retirement

Raymond Fortin is a financial advisor at MissionSquare Retirement with 23 years of industry experience. He holds Series 63 and Series 66 designations. Prior to joining MissionSquare in 2020, he worked at Morgan Stanley Private Bank and Morgan Stanley from 2016 to 2020. MissionSquare Retirement serves state and local government employers, employees, and certain nonprofits by administering deferred compensation and qualified retirement plans, offering plan administration, recordkeeping, education, and Guided Pathways Advisory Services. The firm utilizes model portfolios developed by Morningstar Investment Management and supports over 40,000 participants through a multi-team advisory structure.

General retirement planning Retirement income strategy Retirement withdrawal strategies Income planning
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