Gerald "Skip" Raymond AIF
President and LPL Registered Representative
Gerald "Skip" Raymond is President of Raymond Wesley Wealth Management. Skip has been actively engaged in the financial services industry since 1974. He co-founded Raymond Wesley Wealth Management in 1993 to provide individuals, families and businesses with access to experienced investment management and comprehensive wealth planning strategies tailored to their needs. In 1996 Skip chose to partner with LPL Financial, the nations largest independent broker/dealer.* Today, clients benefit from four decades of his knowledge and experience gained over multiple market and economic cycles.
Skip specializes in Investments, Financial and Estate Planning, Business Succession Planning, and Insurance/Risk Management for individuals, families and business owners. As an Investment Advisor Representative, Skip holds his Series 7, 6, 66 and 63 securities registrations through LPL Financial. He maintains life insurance licenses in California, Arizona, Washington and Indiana. He also holds a California Real Estate Brokers License.
Skip has been named to LPL Financial's Directors Club, a distinction that is based on an annual production ranking of approximately 14,000 registered advisors nationwide who are supported by LPL Financial.
Skip has served on the the Board of Directors for: the Certified Commercial Investment Manager, Southern California; Sunland Federal Credit Union; College Football Hall of Fame – Southern California; Orange Public Library Foundation and currently serves as a Board Member for the Orange County chapter of the Association of General Contractors (AGC).
Skip is a graduate of California State University, Fullerton with a Bachelor of Science degree in Business Administration and Pre-Med/Micro-Biology. He served in the United States Navy for four years. He and his wife Mariann have been married 49 years and have been blessed with three children and six grandchildren. Skip enjoys golf, biking and reading.
* Based on total revenues, Financial Planning magazine, June 1996-2015