Company Overview - Raymond James Financial Services (RJFS) has welcomed financial advisors Stew Flaherty and Tami Colvin, who previously managed approximately $305 million in client assets at Commonwealth Financial Network [2][3] - RJFS is a financial services firm that supports independent financial advisors across the United States, with total client assets of approximately $1.65 trillion as of July 31, 2025 [5] Advisor Background - Stew Flaherty has over 50 years of industry experience and has been affiliated with Commonwealth since 2013, holding multiple designations including Accredited Investment Fiduciary® and Certified Retirement Counselor® [3][4] - Tami Colvin brings more than 35 years of industry experience and served at Commonwealth for 12 years, holding the CERTIFIED FINANCIAL PLANNER® designation [4] Client Focus - FlahertyColvin specializes in providing holistic financial planning and guidance to a diverse range of clients, including business owners, families, retirees, and women investors [2]
Raymond James Welcomes Ohio Financial Advisors Managing $305 Million in Assets