Raymond F. Book, III
During his thirty plus years in public accounting Ray has acquired extensive experience with privately owned, closely held businesses and their shareholders, non-profit organizations, individuals, estates and trusts. The services he provides are: tax planning and preparation, business consulting and planning, investment and wealth advisory services. He uses his knowledge and experience to assist clients in achieving their financial goals.
Ray received his BS in accounting from the University of Delaware and a masters in taxation from Widener University. He earned the designation of a Certified Public Accountant (CPA) and Personal Financial Specialist (PFS) from the American Institute of Certified Public Accountants. Ray is also a Registered Investment Advisor Representative with our affiliate, Wealth Management Group, LLC (our affiliated Registered Investment Advisory Firm). Over the years Ray has donated much of his time to the community. He has served on many non-profit boards in various capacities.
He is currently Recording Secretary of the Lewes Chamber of Commerce, Treasurer of the Lower Delaware Gridiron Club, Treasurer of the Caesar Rodney-Dover Athletic Club, Treasurer of the First Tee of Delaware, board member of Children's Beach House and he is active on several committees with his church.