Raymond James welcomes experienced Oklahoma advisors managing over $440 million in client assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors John “David” Veitch and Drew Veitch to Raymond James & Associates (RJA) – the firm's employee advisor channel – according to Edward Sudzina, Southwest regional director for RJA.
Based in Tulsa, Oklahoma, the 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 provides personalized wealth management and guidance for those planning for or living in retirement, estates and trusts and corporate retirement plans. David and his son Drew arrive from Morgan Stanley where they previously managed over $440 million in client assets.
“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,” said David. “We are now enabled to enhance the support and resources we provide while continuing to prioritize the needs of those we serve.”
David brings over 50 years of experience in the financial services industry to his role of senior vice president, wealth management. 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 10 years in the oil and gas industry. His nine years of financial services industry experience are backed by a degree from Westminster College.
“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,” said Sudzina. “We are looking forward to supporting their team’s success and growth.”
About Raymond James & Associates
Raymond James & Associates, Inc. (RJA), member New York Stock Exchange/SIPC, is an industry leader in financial planning and wealth management services for individuals, high-net-worth families, corporations and municipalities. RJA is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.6 trillion as of Nov. 30, 2024. Additional information is available at raymondjames.com.