Next Generation Wealth Management Profile – Raymond Prospero 

Connect Money presents our inaugural Next Generation Wealth Management profile series. Throughout the past several months, we asked professionals in the wealth management industry to nominate those who have made an impact both in and out of the office, whether through efforts to reshape the organization or community outreach.  

Today, we feature Raymond Prospero, partner advisor at AdvicePeriod. 

What are the nominee’s job duties/role? 

Partner Advisor 

What milestones, in and out of the organization, has the nominee achieved? 

Partner Advisor, AdvicePeriod 2020 – Present 

Senior Vice President, Merrill Lynch 

Circle of Excellence, Merrill Lynch 

40 under 40 (2018), City of Corona and recognized by US Congressman Ken Calvert 

In what areas of work has the nominee exceeded expectations? 

See above. 

How has the nominee reshaped the organization? 

See below, through community engagement. 

What role (if any) does the nominee play in the community? 

Chairman, Board of Directors LifeStream Blood Bank (current) 

President, Circle City Rotary (current) 

Board of Elders, Crossroads Christian Church (current) 

School Board, Crossroads Christian School (current) 

Past Board of Trustee member, Vitalant 

Past Board of Visitors, California Baptist University 

Past Board of Directors, Corona-Norco United Way 

What is one aspect outside the organization that we should know about the nominee? 

Ray has been on several prestigious boards in the community and beyond. Vitalant is a billion-dollar organization and is one of the nation’s oldest and largest nonprofit transfusion medicine organizations, providing blood services to almost 1,000 hospitals across 40 states. 

He is the current chairman of the board for LifeStream Blood Bank, a non-profit that provides blood products and services to more than 80 southern California hospitals and medical facilities in six counties.