Raymond James launches professional network for veterans

Raymond James launches professional network for veterans
The Veteran Financial Advisors Network supports vets in developing their businesses and careers.
NOV 07, 2022

Raymond James has launched Veteran Financial Advisors Network, a professional group that supports service veterans in the development of their businesses and careers at the firm and helps other veterans and military family members discover opportunities in the financial services industry.

The group was founded and is led by financial advisers who make up the network’s advisory council, which holds the responsibility of supporting, recruiting and uplifting other veteran advisers as well as spearheading initiatives for the network, the firm said in a press release Monday.

The group provides access to customized skills programs, development opportunities and mentorships. The network’s initiatives include outreach to veterans who are considering their next move after separation or discharge to share information about how their skills can translate to a successful career in the financial advice profession. Its member advisers also give back to veterans and military family members through philanthropy and volunteerism in their local communities.

Latest News

Investors wins lawsuit against Atlanta B-D over tax shelter investment, potentially a first
Investors wins lawsuit against Atlanta B-D over tax shelter investment, potentially a first

InvestmentNews reported in 2017 that the IRS was scrutinizing the tax shelter land deals, called syndication conservation easements.

Pontera unveils non-discretionary advice tools in continued retirement platform buildout
Pontera unveils non-discretionary advice tools in continued retirement platform buildout

Advisors gain a second workflow for 401(k) guidance as the fintech expands beyond bulk rebalancing, backed by new policy research on advice access.

HSA balances hit record high, but are clients using them wrong?
HSA balances hit record high, but are clients using them wrong?

New data shows most people do not have enough saved to cover costs and are not fully utilizing their accounts.

Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth
Advisor moves: LPL, Cetera, Raymond James, NewEdge Wealth

Firms announce new recruits this week, with teams overseeing hundreds of millions in client assets switching affiliations.

Stratos Wealth adds $400M with RPI Financial Life Planners
Stratos Wealth adds $400M with RPI Financial Life Planners

It’s the 12th deal for Stratos since SEI's investment and follows 11 acquisitions worth $4.8B in 2025.

SPONSORED Direct indexing webinar targets tax-loss harvesting amid market swings

Northern Trust’s Ken Lassner shows advisors how to convert volatility into after-tax portfolio gains

SPONSORED Who builds the income when the pension disappears?

Dan Biagini of American Equity says the steady decline of pensions, longer lifespans and a reset in interest rates are rewriting how advisors build retirement income