“Vision is the foundation of your success! If you can see it, it can be done!” -

Ray Roach is a Financial Advisor and the Founder of R2 Vision, a modern financial practice focused on helping clients plan with vision and live with clarity, offering financial planning and wealth management through Eagle Strategies LLC. With the WMCP® (Wealth Management Certified Professional®) and FSCP® (Financial Services Certified Professional®) designations, Ray brings both technical knowledge and personal insight to every client relationship.

He works with high-income professionals, business owners, and emerging affluent individuals (HENRYs) to deliver strategies that go beyond numbers — focusing on what truly matters: purpose, progress, and success.

After years of delivering guidance through trusted platforms like Eagle Strategies LLC and NYLIFE Securities LLC, Ray launched R2 Vision to create a client-first experience grounded in transparency, care, and long-term partnership. Outside of the office, Ray is a man of faith, a student of legacy-building, and a passionate believer in helping people live better today by planning wisely for tomorrow.

Ray also holds the following licenses and has received the following awards:

FINRA Series 7, Series 66, Series 63, Series 6, Life, and Health

Industry Recognition (2025):
• Who’s Who in Black Baltimore Honoree
• Under 50 – Leaders in Wealth Award, Association of African American Financial Advisors (Quad-A)
• Executive Council Qualifier, New York Life (Top Producer Recognition) 2024-2025.*

*Awarded by New York Life Insurance Company for outstanding sales achievements. Council is an annual company recognition program based on agent production from July 1- June 30.