Raymond James named a new vice president to head new financial advisor training and development for its private client group education and practice management team.

Matt Ransom will start in the new job on August 1, according to a statement announcing the promotion. In his new role, he will be responsible for overseeing Raymond James' Advisor Mastery training program and its training team.

The Advisor Mastery Program includes "technical advisor and sales skills," according to the program's web page.  Participants are prepared and tested for the CFP certification, as well as life and health insurance licenses and FINRA series 7 and 66 licenses.

Ransom, a 10-year veteran at Raymond James, boasts eight years of experience as a financial advisor. Early in his tenure at the regional broker-dealer, Ransom contributed to Practice Intelligence, Raymond James' comprehensive practice management training program.

Previously, Ransom was assistant regional director for the Midwest region, where he was part of a team responsible for supervising more than 300 advisors with over $28 billion in assets under administration.

Read more:

 

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

Don't have an account? Register for Free Unlimited Access