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FUNDRAISING NEWS | January 09, 2025

RayJay Recruits $440M Tulsa (OK) Team From Morgan Stanley

Tags: Personnel, Financial Advisor Move

Raymond James announced that the Tulsa, OK-based father-son team of John “David” Veitch and Drew Veitch joined the firm’s employee advisor channel from Morgan Stanley where they managed $440M in client assets.

The team will now operate as Veitch Legacy Advisors of Raymond James and will include David’s brother Scott Veitch, who will take the role of client service associate. David joins RayJay with over 50 years of industry experience, most recently at Morgan Stanley where spent 15 years. He also held advisory roles at firms such as Citi, Wachovia Securities, and Prudential. 

Drew joined David at Morgan Stanley in 2015, where he served as associate vice president. At Raymond James, he will serve as senior vice president alongside David. 

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Written By: Dakota

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