Today’s young financial advisors are lost. If only they had a map or a guide. Many next-gen planners feel adrift in their roles, uncertain of career paths, skill development goals or their managers’ succession plans, according to a recent study from consultancy DeVoe & Co. With plenty of older advisors nearing retirement and talent already scarce, firms risk losing their competitive edge if they fail to support the next generation. “Clients feel it first,” said CEO David DeVoe. “Service weakens, leadersh ...

St. Petersburg, Fla., Sept. 05, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed four financial advisors in Depew, New York, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS. Custom Wealth Strategies (CWS) includes advisors David R. Burgio Sr., CPA, Michael Malaney, CFP®, David M. Burgio Jr. and Mary M. McCafferty, CFP®. They arrive from Commonwealth Financial Network, where they managed ap ...

Core Insights - Raymond James Financial Services (RJFS) has welcomed financial advisors Leo Boisvert and Erik Heben, who previously managed approximately $210 million in client assets at Commonwealth Financial Network [2][3]. Company Overview - RJFS is a financial services firm that supports independent financial advisors across the United States, with total client assets of approximately $1.64 trillion as of June 30, 2025 [5]. Advisor Background - Leo Boisvert has 32 years of industry experience, including 18 years at Commonwealth, and holds an MBA in financial management and behavioral economics, along with multiple financial designations [3]. - Erik Heben brings over 30 years of industry experience and has been affiliated with Commonwealth since 2006, holding a bachelor's degree and the CERTIFIED FINANCIAL PLANNER® designation [4]. Client Focus - The advisors specialize in providing holistic financial planning and guidance to a diverse clientele, including families, corporate executives, business owners, healthcare professionals, and retirees [2]. Team Expansion - The duo is joined by Client Services Manager Paula Heben and Client Service Associate Dawn Mannina-Sanford, enhancing the service capabilities of their practice [2]. Values and Philosophy - Boisvert emphasized the importance of independence, integrity, and client focus, which align with the values upheld by Raymond James, indicating a commitment to building a lasting career in this environment [3].