Workflow
Raymond James Welcomes Georgia Advisor Duo Managing Over $190 Million

Group 1 - Raymond James Financial Services (RJFS) has welcomed financial advisors Aaron Mabon and Summer Deal to its independent advisor channel [1] - True North Wealth Advisors, based in LaGrange, Georgia, managed approximately $190 million in client assets and specializes in retirement planning and investment management [2] - The advisors have a combined 33 years of experience and serve clients including business owners, women investors, and pre-retirees [2] Group 2 - Mabon emphasizes the firm's mission to guide clients toward financial freedom with tailored strategies and a client-first approach [3] - Deal highlights that Raymond James' service-first culture aligns with their values, allowing them to focus more on client needs [4] - Both advisors have educational backgrounds in finance, with Mabon holding a degree from Mercer University and Deal from Auburn University [3][4] Group 3 - Raymond James Financial Services, Inc. supports independent financial advisors and has approximately $1.65 trillion in total client assets as of July 31, 2025 [5] - The firm has been providing a wide range of investment and wealth planning services since 1974 [5] - Raymond James Financial, Inc. is recognized as one of the nation's premier diversified financial services companies [5]