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Raymond Grimaldi

Raymond Grimaldi

Senior Counsel

As Senior Counsel for the firm, Ray is primarily involved in tax, estate and financial planning, and consulting for businesses and individuals. This includes the sale and purchase of businesses, business planning and organization, IRS representation, trust and estate planning, and the countless issues that happen daily. His 50 years of experience allows him to bring the foregoing together in a comprehensive and understandable manner.

Outside of the office, Ray is actively involved on various boards, plays tennis and works out. He’s a former SU gymnast who loves SU sports, reading, working around the house with his wife, walking the dog (or being walked by the dog), and enjoying life and his work.

Professional Affiliations

  • Estate Planning Council of CNY
  • Financial Planning Association


  • CPA
  • CFP
  • AEP
  • PFS
  • CVA

Community Involvement

  • Onondaga Historical Association
  • Syracuse University Varsity Club
  • Sedgwick Farms Tennis Club