DALLAS--(BUSINESS WIRE)--RAA, one of the nation’s largest independent registered investment advisors, today announced that Gary Peterson will join the team as Vice President, Financial Consultant. In this role, Peterson will focus on providing personalized financial advice to individuals based on each client’s unique needs, incorporating his expertise in airline and military benefits, and recommending strategies to assist clients in achieving their financial goals.
“RAA is very excited to have Gary Peterson join our team to assist in the expansion of our Seattle office,” said John Bentley, president and CEO of RAA. “Gary brings a deep level of industry knowledge as well as 38 years of airline experience as a captain of a major international airline. We look forward to his continued success at RAA.”
Prior to joining RAA, Peterson served as a Financial Advisor at Waddell & Reed and has been an active investor in the financial markets for over 30 years. Peterson will be headquartered in Seattle, adding to RAA’s presence in the Pacific Northwest.
“I am honored to join a team that I know will increase the value my clients receive in their search for financial independence and growth,” said Peterson. “What stood out for me was RAA’s dedicated team of experts committed to each individual client, their history of serving their friends and colleagues in the airline community, and the unparalleled level of airline and military benefit expertise.”
RAA provides personalized solutions to airline employees and their families through 401(k) management, financial and retirement planning, investment management, estate planning, survivor assistance, Medicare, Social Security, and insurance guidance.
RAA is one of the nation’s largest independent registered investment advisors, specializing in unique needs and goals of the airline community. With approximately $2.6 billion in assets under management, RAA provides personal solutions for 401(k) professional investment management, retirement and income planning, investment management, estate planning, survivor assistance, insurance guidance, tax return preparation and planning. The firm’s extensive experience with pilots and their families allows RAA to provide guidance for clients’ evolving needs throughout their careers and in retirement. The firm was named among the Financial Times Top 300 Registered Investment Advisors in 2017. Learn more about RAA at www.raa.com.