Raymond F. Bree, Jr. Founder | Diamond State Financial Group

Our Team

At Diamond State Financial Group our clients come first. It is because of you, each of our associates have been carefully selected based on their knowledge, experience and desire to deliver an exceptional client experience. Our financial team adheres to a vigorous continuing education program including industry due diligence meetings in order to provide clients with current and relevant financial perspectives.

Raymond F. Bree, Jr.

Founder

Raymond F. Bree, Jr. founded Diamond State Financial Group in 1989 and retired from the firm in 2024. He spent his career assisting business owners and professionals with their estate, investment strategies, and financial planning.

Education

Ray received his Bachelor of Science degree in Business Administration from the University of Delaware. He had his Series 6, 7, 24, 63 and 65 registrations and had received the industry designations for Financial Planning (ChFC®) and Risk Management (CLU).

Raymond F. Bree Jr. is not affiliated or registered with Cetera Advisor Networks LLC.

Community

Ray was a longtime member of Vistage International, an executive leadership organization that provides unparalleled access to new ideas and fresh thinking to keep their companies moving forward. He served on the University of Delaware FINANCIAL PLANNING Advisory Board and is a past Chairman of the Board of Directors for the Western Family YMCA.

Personal

In retirement, he is enjoying golfing and trail biking. Ray and his wife, Denise, currently divide their time between Hockessin and Rehoboth Beach where he is a member of Kings Creek Country Club.