Raymond James adds $210 million advisor team from Commonwealth

Published 05/08/2025, 16:54
Raymond James adds $210 million advisor team from Commonwealth

FORT MYERS, Fla. - Raymond James Financial Services (RJFS) has recruited financial advisors Leo Boisvert and Erik Heben from Commonwealth Financial Network, where they managed approximately $210 million in client assets, according to a company press release. The move comes as Raymond James Financial (NYSE:RJF) continues to demonstrate strong market performance, with the stock delivering an impressive 58.65% return over the past year and maintaining robust revenue growth of nearly 12%.

The duo has established Private Wealth Consultants in Fort Myers, Florida, bringing along Client Services Manager Paula Heben and Client Service Associate Dawn Mannina-Sanford. According to InvestingPro analysis, Raymond James Financial demonstrates excellent financial health with a "GREAT" overall score, making it an attractive platform for independent advisors. InvestingPro subscribers can access 8 additional key insights about RJF’s market position and growth potential.

Boisvert, who spent 18 years at Commonwealth and brings 32 years of industry experience, holds an MBA in financial management and behavioral economics from Nova Southeastern University, along with Certified Investment Management Analyst and Certified Divorce Financial Analyst designations.

"This transition is about coming home to the values of independence, integrity and client emphasis that first drew me to the profession," Boisvert said in the statement.

Heben, who joined Commonwealth in 2006, has more than 30 years of industry experience and holds a bachelor’s degree from Kent State University and the Certified Financial Planner designation.

The team specializes in providing financial planning and guidance to families, individuals, corporate executives, business owners, healthcare professionals and retirees.

Raymond James Financial Services is the independent advisor channel of Raymond James Financial, Inc. (NYSE:RJF), which has maintained dividend payments for 41 consecutive years, showcasing its commitment to shareholder value. According to the release, Raymond James Financial has approximately $1.64 trillion in total client assets as of June 30, 2025. With a market capitalization of $35.56 billion and current undervaluation according to InvestingPro’s Fair Value model, the company continues to demonstrate strong market presence and growth potential.

In other recent news, Raymond James reported its fiscal third-quarter 2025 earnings, revealing an adjusted earnings per share (EPS) of $2.18. This figure fell short of the consensus estimate of $2.37 and individual estimates from firms such as KBW and Citi, which projected $2.26 and $2.28, respectively. Despite this EPS miss, the company exceeded revenue expectations, posting $3.4 billion against a forecast of $3.37 billion. The earnings results were impacted by a one-time $58 million legal reserve, which affected EPS by approximately $0.21 to $0.29 per share.

In response to these earnings, KBW raised its price target for Raymond James to $170 from $167, maintaining a Market Perform rating. Similarly, Citi adjusted its price target to $170 from $165, while keeping a Neutral rating on the stock. Meanwhile, Citizens JMP analyst Devin Ryan reiterated a Market Outperform rating with a $180 price target. These adjustments reflect varying perspectives on the company’s financial outlook following the recent earnings report.

This article was generated with the support of AI and reviewed by an editor. For more information see our T&C.

Latest comments

Risk Disclosure: Trading in financial instruments and/or cryptocurrencies involves high risks including the risk of losing some, or all, of your investment amount, and may not be suitable for all investors. Prices of cryptocurrencies are extremely volatile and may be affected by external factors such as financial, regulatory or political events. Trading on margin increases the financial risks.
Before deciding to trade in financial instrument or cryptocurrencies you should be fully informed of the risks and costs associated with trading the financial markets, carefully consider your investment objectives, level of experience, and risk appetite, and seek professional advice where needed.
Fusion Media would like to remind you that the data contained in this website is not necessarily real-time nor accurate. The data and prices on the website are not necessarily provided by any market or exchange, but may be provided by market makers, and so prices may not be accurate and may differ from the actual price at any given market, meaning prices are indicative and not appropriate for trading purposes. Fusion Media and any provider of the data contained in this website will not accept liability for any loss or damage as a result of your trading, or your reliance on the information contained within this website.
It is prohibited to use, store, reproduce, display, modify, transmit or distribute the data contained in this website without the explicit prior written permission of Fusion Media and/or the data provider. All intellectual property rights are reserved by the providers and/or the exchange providing the data contained in this website.
Fusion Media may be compensated by the advertisers that appear on the website, based on your interaction with the advertisements or advertisers
© 2007-2025 - Fusion Media Limited. All Rights Reserved.