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Dillon D

Series 63, Series 65

Celebration, FL

Rainey & Randall Wealth Advisors, Inc.

Dillon Dunn is a financial advisor at Rainey & Randall Wealth Advisors, Inc. with six years of industry experience. He holds the Series 63 and Series 65 designations and has worked at several firms including Charles Schwab & Co., Inc. and Lockheed Martin. Rainey & Randall Wealth Advisors provides discretionary portfolio management and financial planning primarily for individual and high-net-worth clients, along with limited-scope fiduciary services for ERISA-qualified retirement plans. The firm emphasizes diversified, asset-allocation-based strategies tailored to client risk profiles, utilizing ETFs, mutual funds, equities, fixed income, and, when appropriate, options and derivatives.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
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Michael R

Series 63, Series 65

Celebration, FL

Rainey & Randall Wealth Advisors, Inc.

Michael Rainey is a financial advisor with Rainey & Randall Wealth Advisors, Inc. He holds Series 63 and Series 65 licenses and has 24 years of industry experience. Since 1999, he has been with Rainey & Randall Investment Management, Inc. He also works as an independent insurance agent, addressing insurance-related client needs on a limited basis outside of business hours. Rainey & Randall Wealth Advisors is a registered investment adviser serving individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope ERISA retirement-plan services. The firm manages approximately $820 million in discretionary assets and uses tailored asset-allocation models combining mutual funds, ETFs, and selected individual securities based on a blend of modern portfolio theory and various analytical methods.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
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Wayne R

CFP®, Series 63, Series 65

Celebration, FL

Rainey & Randall Wealth Advisors, Inc.

Wayne Randall is a Certified Financial Planner® with 34 years of industry experience. He has been with Rainey & Randall Investment Management, Inc. since 1999. In addition to his advisory role, he works as an independent insurance agent, providing insurance-related products outside regular business hours. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and ERISA retirement-plan services. The firm’s investment approach uses tailored asset-allocation models based on mutual funds, ETFs, individual equities, and fixed income, incorporating modern portfolio theory alongside fundamental, technical, and cyclical analysis.

College savings (529s, UTMA, etc.) Retirement plans for business owners (SEP, solo 401k)
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