Raymond James Welcomes Massachusetts Advisors Managing Over $120 Million in Assets

Core Insights - Raymond James Financial Services (RJFS) has welcomed a new team of financial advisors from Commonwealth Financial Network, managing over $120 million in client assets [2][3]. Group 1: Company Overview - Raymond James Financial Services, Inc. is a financial services firm that supports independent financial advisors across the nation, with total client assets of approximately $1.64 trillion as of June 30, 2025 [6]. Group 2: New Advisors' Background - Charlene Dolan has 27 years of industry experience and has been affiliated with Commonwealth since 2000, holding the CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® designations [3]. - Danielle Holmes has 18 years of professional experience, most recently with Commonwealth for over 12 years, and holds the Chartered Retirement Planning CounselorTM and Accredited Investment Fiduciary® designations [4]. - John MacDonald has over nine years of industry experience, having studied management at North Shore Community College and holding the Chartered Financial Consultant® and Accredited Investment Fiduciary® designations [5]. Group 3: Team's Approach - The new team emphasizes an approach grounded in empathy, transparency, and building enduring client relationships, aligning with the values of Raymond James [3].