When Raymond James launched a new financial advisor development program in October, it was designed to turn professionals like firm employee Rachel McNeil into a financial advisor.
McNeil has spent the last several years at Raymond James working on retirement income planning, where her clients were the advisors. Now, as she transitions to working with the Mustard Seed Advisors team in Saint Petersburg, Fla., she is starting to work directly with clients in her new financial advisor role.
Register or login for access to this item and much more
All On Wall Street content is archived after seven days.
Community members receive:
- All recent and archived articles
- Conference offers and updates
- A full menu of enewsletter options
- Web seminars, white papers, ebooks
Already have an account? Log In
Don't have an account? Register for Free Unlimited Access