Raymond James Welcomes Advisors Leo Boisvert, Erik Heben and Team to RJFS

Raymond James has welcomed financial advisors Leo Boisvert and Erik Heben to their independent advisor channel, RJFS. They arrive from Commonwealth Financial Network, managing approximately $210 million in client assets. The duo specializes in holistic financial planning for families, corporate executives, business owners, healthcare professionals, and retirees. They are joined by Client Services Manager Paula Heben and Client Service Associate Dawn Mannina-Sanford.

Raymond James Financial Services (RJFS) has recently welcomed financial advisors Leo Boisvert and Erik Heben to its independent advisor channel. The duo, previously associated with Commonwealth Financial Network, managed approximately $210 million in client assets [2]. Boisvert and Heben specialize in holistic financial planning for families, corporate executives, business owners, healthcare professionals, and retirees. They bring a wealth of experience to their new roles, with Boisvert having 32 years of industry experience and Heben contributing over 30 years [3].

Boisvert, who holds an MBA in financial management and behavioral economics, along with CIMA® and CDFA® designations, has served at Commonwealth for 18 years. Heben, who holds a CFP® certification, has been affiliated with Commonwealth since 2006. Together, they co-founded Private Wealth Consultants in Fort Myers, Florida, where they provided comprehensive financial planning and guidance to a diverse client base [1].

The advisors are joined by Client Services Manager Paula Heben and Client Service Associate Dawn Mannina-Sanford, who will support their efforts in delivering personalized wealth management solutions. Boisvert expressed his enthusiasm for the move, stating that Raymond James' values of independence, integrity, and client emphasis resonate with him [2].

Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm that supports independent financial advisors nationwide. Since 1974, RJFS has provided a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc. [3]. The firm is a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), which has financial advisors throughout the United States, Canada, and overseas. As of June 30, 2025, RJFS manages approximately $1.64 trillion in client assets [2].

References:
[1] https://www.raymondjames.com/mypwc
[2] https://www.marketscreener.com/news/raymond-james-welcomes-florida-financial-advisors-managing-210-million-in-assets-ce7c5ed8da8ef522
[3] https://www.stocktitan.net/news/RJF/raymond-james-welcomes-florida-financial-advisors-managing-210-5gb7v27r7540.html