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Raymond James Welcomes Florida Financial Advisors Managing $210 Million in Assets
Globenewswire· 2025-08-05 15:45
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].