Advisors at this firm
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 5 years of industry experience. He holds Series 63 and Series 65 licenses and has worked at firms including Lockheed Martin, AJ Wealth, Charles Schwab & Co., and Florida Financial Advisors. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope ERISA retirement plan services. The firm’s investment approach uses tailored asset-allocation models primarily composed of mutual funds and ETFs, incorporating modern portfolio theory alongside fundamental, technical, and cyclical analysis.
Jing Q
CFP®
Herndon, VA
Rainey & Randall Wealth Advisors, Inc.
Jing Quan is a CFP® professional at Rainey & Randall Wealth Advisors, Inc. with two years of industry experience. She has been associated with Rainey & Randall Investment Management, Inc. since 2012. Rainey & Randall Wealth Advisors serves individual and high-net-worth clients with discretionary portfolio management, financial planning, and limited-scope 3(21) ERISA retirement-plan services. The firm emphasizes tailored asset-allocation models primarily using mutual funds and ETFs, incorporating a range of strategies and analytical approaches.
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.
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.