Alex Gault, AIF® is a Private Wealth Advisor at The Otto Group. Alex’s experience in both the mortgage and alternative investment industries allows him to bring his insight and perspectives to our team. As an Accredited Investment Fiduciary (AIF®), Alex demonstrates his commitment to a strict set of ethical and legal standards that goes along with managing and implementing Investment and Advanced Planning strategies for clients.
While Alex has multiple roles within The Otto Group, he most enjoys getting to know our clients, investment portfolio management and optimization, and delivering personalized Advanced Planning solutions for clients moving through various life cycles and market conditions. The combination of these three processes is the foundation of our mission and the optimal outcome for our clients: Financial Wellness. With a keen focus on risk management and the implementation of Alternative Investment solutions, Alex helps clients enhance their legacies and preserve their values.
Prior to Hightower, Alex worked as a Mortgage Loan Originator at EverBank, as well as an Internal Wholesaler at CNL Securities. While at CNL, Alex was engaged in the distribution of non-traded real estate investment trusts, business development companies and private placements. As an Internal Wholesaler, he covered the northern California territory and actively educated financial advisors on current CNL-offered funds.
Alex earned his Bachelor of the Arts degree in Finance with a concentration on Investments from The University of North Florida. He holds his Series 7, 63, 66 and FL-215 Life, Health, Long Term Care, and Variable Annuity licenses.
As a native of the Bradenton/Sarasota area, Alex volunteers within the community, and spends time with his family and life-long friends. He is the recipient of the 2020 Lakewood Ranch Business Alliance Rising Star Award. Each year members are chosen by their peers for their talent, character, and commitment to the Alliance and to our community. The Rising Star award recognizes a young professional who has demonstrated the fundamental aspects of leadership, innovation, and excellence within their company or the community.
Alex enjoys all outdoor activities, is an avid golfer, and enjoys working out in his spare time. Alex lives in Lakewood Ranch with his wife Jordan, and their dog Duncan.