About Raymond E. Gay

About Raymond E. Gay

Mr. Raymond Gay joined Good Wealth Management in January 2017. Ray has been in the financial services industry for almost 15 years including 10 years of institutional investing experience.

Ray grew up in West Virginia and after graduating from Virginia Tech, he spent 10 years in the environmental engineering field working with both private consulting firms and regulatory agencies. While working in this field he gravitated towards the project management and business development aspect of the industry and realized that his gifts and talents were directing him to a career change. He quickly realized that his project management and analytical skills were a perfect match for the financial industry and, while working, he studied for and received his securities registrations (Series 6, 63 and 65) and successfully completed coursework through The American College (CFP® Certification Curriculum).

Most recently, he served as the Vice President of Investment Analysis and Education for a large retirement plan advisory firm overseeing nearly 2 billion in assets. His responsibilities included the selection, monitoring and reporting of institutional investments within corporate and municipal retirement plans throughout the nation. He focused his attention on developing new investment menus, monitoring investment performance, developing investment policy statements, and presenting quarterly results to investment committees. He was also responsible for leading the team’s financial wellness activities which included providing individual clients with financial planning strategies.

Ray’s experience will carry over to the Good Wealth Management team as he assists with the development and monitoring of client investment portfolios as they relate to their individual financial planning strategies.

Mr. Gay is an Accredited Investment Fiduciary, CERTIFIED FINANCIAL PLANNER™ and Investment Advisor Representative.

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