Core Insights - Raymond James Financial Services (RJFS) has welcomed four financial advisors from Compass Investment Management (CIM) to enhance its independent advisor channel [1][2] - The CIM team previously managed over $350 million in client assets under Commonwealth Financial Network [2] - The affiliation with Raymond James allows the advisors to maintain independence while accessing sophisticated resources to better serve their clients [3] Company Overview - Raymond James Financial Services, Inc. is a financial services firm that supports independent financial advisors across the nation [6] - As of August 31, 2025, total client assets managed by Raymond James are approximately $1.69 trillion [6] - Raymond James Financial, Inc. is recognized as one of the premier diversified financial services companies in the U.S., with a presence in the U.S., Canada, and overseas [6] Team Background - Gary Bragg, leading the CIM team, has over 30 years of experience in financial services, starting his career in 1990 [3] - Colby Dionne, the services manager at CIM, began his advisory career in 2023 after interning with the group [4] - Daniel Espenscheid joined CIM in 2016 and became a financial advisor in 2024, supporting the Lewiston office from Venice, Florida [4] - Michael Nerney, who joined CIM in 2021, provides financial analysis and portfolio structure support, leveraging his diverse educational background [5]
Raymond James Welcomes Maine Advisor Team Managing Over $350 Million in Assets