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Raymond Gault, Sarasota, Wealth Planning Professional at Capitas Financial | WiseIntro Portfolio

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Raymond Gault, Sarasota, Wealth Planning Professional at Capitas Financial | WiseIntro Portfolio

Raymond Gault, Sarasota

Wealth Planning Professional

Capitas Financial

Throughout his career, Raymond Gault of Sarasota, Florida, has leveraged his detailed knowledge of wealth planning to serve clients. He entered the insurance industry following a professional baseball career, during which he played for the Chicago Cubs and Cleveland Indians. Sarasota’s Raymond Gault became a life insurance professional in 1981 and, after four years, joined E.F. Hutton, where he distinguished himself as a leading producer for eight successive years.

Mr. Gault remained with E.F. Hutton through its absorption by Smith Barney. He opened the firm’s first wealth planning center in Florida in 1998 and has served as the firm’s statewide division manager. He also stands out as a former division sales manager for Morgan Stanley’s Midwest and Southern regions, having continued his service into the firm's subsequent renaming.

In 2013, Mr. Gault left Morgan Stanley to accept his current position as a senior vice president with Capitas Financial, Inc. He assists high-net-worth clients in integrating complex estate planning needs while training fellow advisors in analyzing the needs of their clients.

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