Raymond James Financial Inc Welcomes Experienced Advisors to Enhance Client Services and Bolster Advisory Capabilities

Raymond James Financial Inc. has welcomed new financial advisors Charlene Dolan, Danielle Holmes, and John MacDonald to its independent advisor channel, Raymond James Financial Services. The team, previously managing over $120 million in client assets at Commonwealth Financial Network, will operate under the Linden Financial Group in Amesbury, Massachusetts, providing comprehensive financial planning and investment management services. The addition of experienced advisors enhances Raymond James' service offerings and client experience.

Raymond James Financial Inc. has recently expanded its financial services offerings by welcoming three new advisors to its independent advisor channel, Raymond James Financial Services (RJFS). Charlene Dolan, Danielle Holmes, and John MacDonald, previously managing over $120 million in client assets at Commonwealth Financial Network, will operate under the Linden Financial Group in Amesbury, Massachusetts [1].

The addition of these experienced advisors enhances Raymond James' service offerings and client experience. The team specializes in comprehensive financial planning and investment management, addressing the unique needs of their clients. This strategic move follows Raymond James' recent acquisition of several other financial advisory teams, including Greenberg & Rapp and Lobo & Pascale Wealth Management [2].

The new team brings a wealth of experience and expertise, having spent over a decade at Commonwealth Financial Network. Their focus on retirement, estate, and business planning, along with tax and risk management services, aligns well with Raymond James' commitment to providing personalized and sophisticated financial solutions. The team is expected to provide tailored advice while maintaining a culture of service, ensuring that clients receive the highest level of attention and support.

Raymond James' acquisition of these advisors is part of a broader strategy to expand its reach and enhance its service offerings. The firm continues to invest in advanced technology and high-net-worth expertise, enabling advisors to better serve their clients. This move is expected to further strengthen Raymond James' position in the financial services industry.

References:

[1] https://www.raymondjames.com/advisor-opportunities/press-releases/2025/08/14/raymond-james-welcomes-$1-billion-financial-advisor-team-in-new-jersey-and-florida
[2] https://www.fa-mag.com/news/commonwealth-advisor-team-managing--300m-in-assets-joins-raymond-james-83717.html?section=3