Director of investment strategy,
Raanes Capital Advisors
- Adopted two sons: from Ghana and the Congo.
- Both his parents are CFPs.
- Launched a socially conscious familiy-owned business.
Brady Raanes, director of investment strategy of Raanes Capital Advisors in Hattiesburg, Miss., was inspired to enter the financial services by his parents who are both certified financial planners.
“They built the business and it became apparent to me that I needed to get credentialed if I was to differentiate myself from an average adviser,” he said.
Mr. Raanes, a CFP and a chartered financial analyst, specializes in generational planning.
“We retain assets by developing relationships with the heirs and beneficiaries of our aging clients before they pass,” he said.
In the process of adopting two sons, from Ghana and the Congo, Mr. Raanes co-launched a socially conscious family wine business that sends its proceeds to charities that benefit Africa.
“It runs like a wine co-op where we source grapes from different vineyards, then sell direct to consumer,” he said.
As president of the Pinebelt Foundation, Mr. Raanes raises money to increase financial literacy by inviting guest experts to speak at an annual investment outlook dinner.
He also prepares local students to participate in the Mississippi Council on Economic Education’s Stock Market Game.
“My co-workers and I volunteer to lecture in classrooms and award prizes to the winning student groups and teachers,” Mr. Raanes said.
— Juliette Fairley