Close Close

Industry Spotlight > Advisors

Seeking Names, Stories & Photos of Advisors Who Serve(d)

Your article was successfully shared with the contacts you provided.

What You Need to Know

  • The deadline for submissions of the required information and photos is 11 p.m. ET on Tuesday, May 25.

We are preparing for ThinkAdvisor’s Military Appreciation Month tribute to Advisors Who Serve(d) and would very much like advisors and executives from across the financial-services industry to participate.

Our deadline for submissions is 11 p.m. ET on Tuesday, May 25. All required materials, which are explained below, should be sent to [email protected].

We recognize that Memorial Day is meant to honor those who have lost their lives while serving in the military, not for all who have served (who are honored on Veterans Day) or who are actively serving (recognized on Armed Forces Day).

May — which is Military Appreciation Month — and the time around Memorial Day were chosen for this coverage, however, since it is when many Americans focus on military service and thus will give extra attention to this important compilation of stories.

If we receive a large number of submissions by May 25, some advisors may be featured around July 4 and Veterans Day, when ThinkAdvisor also recognizes financial advisors who have served in the military.

(Check out our earlier Advisors Who Serve(d) coverage to read past stories by advisors.)

We ask Advisors Who Serve(d) participants to please submit the following information and materials by the May 25 deadline to [email protected]:

1. Contact Information Name: Title: Advisory firm and broker-dealer/RIA: Email address: Phone: Mailing address: Website: Twitter: LinkedIn:

2. Military History Branch: Service dates: Work you did: Rank held at beginning of service and at end: A brief story on an incident or person that stands out most from your service time (funny or touching):

3. Photo(s) Please attach a JPG or GIF photo of yourself (or two) in uniform. If possible, the image file should be 200 to 500 KB in size or more; ideally 300 DPI (dots per inch, which is high resolution).

Thank you for your time, interest and support of this important program. Also, please send any/all questions or concerns to [email protected].


(Photo: Adobe Stock) 


© 2023 ALM Global, LLC, All Rights Reserved. Request academic re-use from All other uses, submit a request to [email protected]. For more information visit Asset & Logo Licensing.