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Raymond James Welcomes Financial Advisors Managing $305 Million in Assets
ByAinvest
Wednesday, Aug 27, 2025 12:50 pm ET1min read
Raymond James has welcomed financial advisors Stew Flaherty and Tami Colvin, who managed $305 million in assets at Commonwealth Financial Network. They specialize in holistic financial planning and guidance for business owners, families, retirees, and women investors. Flaherty has over 50 years of experience, while Colvin has over 35 years. They are joined by three other team members and have found a "true home" at Raymond James due to its culture aligning with their values.
Raymond James (NYSE: RJF) has expanded its independent advisor channel by welcoming financial advisors Stew Flaherty and Tami Colvin to Raymond James Financial Services (RJFS). The team, operating as FlahertyColvin in Westerville, Ohio, previously managed $305 million in client assets at Commonwealth Financial Network [1].Stew Flaherty, with over 50 years of industry experience, brings a wealth of knowledge and expertise to Raymond James. He holds multiple professional certifications, including Accredited Investment Fiduciary®, Certified Retirement Counselor®, Chartered Financial Consultant®, and Chartered Life Underwriter®. Tami Colvin, who served at Commonwealth for 12 years and has over 35 years of industry experience, holds the CERTIFIED FINANCIAL PLANNER® and Certified Retirement Counselor® designations [1].
The duo specializes in holistic financial planning and guidance for business owners, families, retirees, and women investors. Their practice at FlahertyColvin includes three additional staff members: Registered Service Representative Lia Casino, CRC®, and Client Services Associates Erin Bäby and Tamara Adams [1].
David Sisemore, Midwest divisional director for RJFS, noted, "Raymond James shares our deep commitment to doing what’s right for clients. The firm’s culture aligns with ours in that we value relationships, focus on the long-term and put people first. We’ve found a true home here" [1].
Raymond James Financial Services, Inc. (RJFS), a member of FINRA/SIPC, supports independent financial advisors nationwide. With total client assets of approximately $1.65 trillion as of July 31, 2025, RJFS offers a wide range of investment and wealth planning-related services [1].
References:
[1] https://www.stocktitan.net/news/RJF/raymond-james-welcomes-ohio-financial-advisors-managing-305-million-1i3oc9kemof6.html
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