Team
Gerald "Skip" Raymond
Founder and former President of Raymond Wesley Wealth Management
For 30 years, Gerald "Skip" Raymond led Raymond Wesley Wealth Management towards its north star of providing individuals, families, and businesses with access to experienced investment management and comprehensive wealth planning...
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Grant Raymond AIF®, CFP®
President & CEO
(949) 553-2466
Grant Raymond joined the firm in 2007 as a wealth manager to assist business owners and executives in the development and implementation of tailored financial strategies.
Julie Tegeler
VP of Operations
(949) 553-2466
Prior to joining Raymond Wesley in 2012, Julie was employed for thirty two (32) years by a major drug and retail concern in Southern California.