Raymond James announced it onboard financial advisors John “David” Veitch and Drew Veitch to Raymond James & Associates (RJA) – which is the firm’s employee advisor channel as revealed by RJA’s Southwest regional director Edward Sudzina. Based in Tulsa, Oklahoma, this team is joined by David’s brother, client service associate Scott Veitch.
As part of RJA’s Tulsa branch, Veitch Legacy Advisors of Raymond James offers personalized wealth management and guidance for those planning for or living in retirement, estates and trusts and corporate retirement plans. And David and his son Drew arrive from Morgan Stanley where they previously managed over $440 million in client assets.
David brings over 50 years of experience in the financial services industry to his role of SVP, wealth management. ANd most recently, he served at Morgan Stanley for 15 years before his transition to Raymond James. His industry experience is backed by a degree from Westminster College where he previously served as a board of trustees’ member.
Drew joined his father as an advisor at Morgan Stanley in 2015 after ten years in the oil and gas industry. And his nine years of financial services industry experience are backed by a degree from Westminster College.
KEY QUOTES:
“We are excited to expand our family practice at Raymond James, where we can build on our legacy of personalized service. The firm’s culture was a key factor in our decision to transition, as it mirrors our own values and client-first mentality. We are now enabled to enhance the support and resources we provide while continuing to prioritize the needs of those we serve.”
– John “David” Veitch
“We are happy to welcome David, Drew and Scott Veitch to our exceptional pool of associates at Raymond James. Their experience and commitment to service bolsters our culture and values seamlessly. We are looking forward to supporting their team’s success and growth.”
– Edward Sudzina
