Raymond F. Book III

CPA/PFS, MST

Financial Advisor / Member Owner

220 Beiser Boulevard Dover , DE 19904
302-734-5826
34382 Carpenters Way Suite 6 Lewes , DE 19958
302-644-6850

Raymond “Ray” Book III serves as a financial advisor in Savant’s Dover and Lewes, Delaware, offices, where he helps individuals, families, nonprofits, and business owners navigate complex financial decisions. Ray focuses on strategies for privately owned and closely held businesses, nonprofit organizations, estates, and trusts.

Ray has worked in the financial services industry for more than 35 years. He served as a wealth strategist at Wealth Management Group, LLC, from its launch in 2001 until the firm joined Savant in 2023. He also served as a director for Raymond F. Book & Associates, P.A. CPAs before it joined Savant Tax & Consulting. He is a Certified Public Accountant (CPA) and holds the Personal Financial Specialist (PFS) credential from the American Institute of Certified Public Accountants (AICPA).

Professionally, Ray belongs to the AICPA and the Delaware Society of Certified Public Accountants (DSCPA). Additionally, his commitment to community leadership runs deep. Ray is a former president of the Lewes Chamber of Commerce and current treasurer for the Lower Delaware Gridiron Club, the Caesar Rodney–Dover Athletic Club, and First Tee – Delaware. He also volunteers on multiple committees at his church.

Ray earned a bachelor’s degree in accounting from the University of Delaware and a Master of Science (MS) in taxation from Widener University in Chester, Pennsylvania.


Education &
Designations

  • University of Delaware
    Bachelor of Science in Accounting
  • Widener University
    Master of Science in Taxation (MST)
  • Certified Public Accountant (CPA) / Personal Financial Specialist (PFS)

Affiliations &
Community Service

  • American Institute of Certified Public Accountants (AICPA) – member
  • Delaware Society of Certified Public Accountants (DSCPA) – member
  • Lewes Chamber of Commerce – member
  • Lower Delaware Gridiron Club – treasurer
  • Caesar Rodney-Dover Athletic Club – treasurer
  • First Tee – Delaware – treasurer

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