Member Spotlights: Celebrating 40 Years of Exceptional Advisors
Read this month’s Member Spotlight, as well as previous spotlights, and learn more about the community of success-minder advisors like you; committed to life-long learning, adherence to ethical standards, and the advancement of the financial advice industry.
This Month's 40th Anniversary Spotlight
Daniel Roland, CIMA®, AIFA, CSRIC
Managing Director, Raymond James
Member since 1989
What inspired you to join the Investments & Wealth Institute initially?
It's focus on taking institutional investment consulting from being a product, and selling managed money, to a prudent process.
What do you like to do for fun?
Travel, golf, and scuba diving
What is something not many people know about you?
I am a PADI Dive Instructor.
What has been the most valuable aspect of your membership over the years?
It has provided consistent opportunities to increase, and improve, my skill set, beginning with the CIMA designation. I would not have reached my level of success without it.
What is the best vacation you've taken?
14-day Alta Via 2 trek in the Dolomites with my wife and good friends..
Can you share one of your favorite memories from an Institute event or program?
Going through the CIMA program at Wharton. I'm still in touch and exchanging ideas with others from my class.
As the Institute celebrates 40 years, what are your hopes for its future?
That it continues to produce content and programs to help its members stay relevant, especially as AI becomes a bigger force in the industry.
Past Spotlights
Did You Know?
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