Raymond James Welcomes Florida Financial Advisors Managing $210 Million in Assets
Raymond James Financial (NYSE:RJF) has welcomed financial advisors Leo Boisvert and Erik Heben to its independent advisor channel, Raymond James Financial Services (RJFS). The duo, previously with Commonwealth Financial Network, managed approximately $210 million in client assets.
As co-founders of Private Wealth Consultants in Fort Myers, Florida, they specialize in serving families, corporate executives, business owners, healthcare professionals, and retirees. Boisvert brings 32 years of industry experience and holds an MBA along with CIMA庐 and CDFA庐 designations, while Heben contributes 30+ years of experience and holds CFP庐 certification. They are joined by two support staff members.
Raymond James Financial (NYSE:RJF) ha accolto i consulenti finanziari Leo Boisvert ed Erik Heben nel suo canale di consulenti indipendenti, Raymond James Financial Services (RJFS). Il duo, proveniente da Commonwealth Financial Network, gestiva circa 210 milioni di dollari in asset dei clienti.
Co-fondatori di Private Wealth Consultants a Fort Myers, Florida, si specializzano nel servizio a famiglie, dirigenti aziendali, imprenditori, professionisti sanitari e pensionati. Boisvert vanta 32 anni di esperienza nel settore e possiede un MBA oltre alle certificazioni CIMA庐 e CDFA庐, mentre Heben apporta oltre 30 anni di esperienza e detiene la certificazione CFP庐. Sono supportati da due membri dello staff.
Raymond James Financial (NYSE:RJF) ha dado la bienvenida a los asesores financieros Leo Boisvert y Erik Heben a su canal de asesores independientes, Raymond James Financial Services (RJFS). El d煤o, anteriormente en Commonwealth Financial Network, gestionaba aproximadamente 210 millones de d贸lares en activos de clientes.
Como cofundadores de Private Wealth Consultants en Fort Myers, Florida, se especializan en atender a familias, ejecutivos corporativos, due帽os de negocios, profesionales de la salud y jubilados. Boisvert aporta 32 a帽os de experiencia en la industria y posee un MBA junto con las certificaciones CIMA庐 y CDFA庐, mientras que Heben contribuye con m谩s de 30 a帽os de experiencia y cuenta con la certificaci贸n CFP庐. Cuentan con el apoyo de dos miembros del personal.
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Raymond James Financial (NYSE:RJF) a accueilli les conseillers financiers Leo Boisvert et Erik Heben au sein de son r茅seau de conseillers ind茅pendants, Raymond James Financial Services (RJFS). Le duo, auparavant chez Commonwealth Financial Network, g茅rait environ 210 millions de dollars d'actifs clients.
Co-fondateurs de Private Wealth Consultants 脿 Fort Myers, en Floride, ils se sp茅cialisent dans l'accompagnement des familles, cadres d'entreprise, chefs d'entreprise, professionnels de sant茅 et retrait茅s. Boisvert poss猫de 32 ans d'exp茅rience dans le secteur ainsi qu'un MBA et les certifications CIMA庐 et CDFA庐, tandis que Heben apporte plus de 30 ans d'exp茅rience et d茅tient la certification CFP庐. Ils sont accompagn茅s par deux membres du personnel.
Raymond James Financial (NYSE:RJF) hat die Finanzberater Leo Boisvert und Erik Heben in seinen unabh盲ngigen Beraterkanal Raymond James Financial Services (RJFS) aufgenommen. Das Duo, zuvor bei Commonwealth Financial Network t盲tig, verwaltete rund 210 Millionen US-Dollar an Kundenverm枚gen.
Als Mitbegr眉nder von Private Wealth Consultants in Fort Myers, Florida, sind sie darauf spezialisiert, Familien, F眉hrungskr盲fte, Gesch盲ftsinhaber, Gesundheitsfachkr盲fte und Rentner zu betreuen. Boisvert bringt 32 Jahre Branchenerfahrung mit und besitzt einen MBA sowie die Zertifizierungen CIMA庐 und CDFA庐, w盲hrend Heben 眉ber mehr als 30 Jahre Erfahrung verf眉gt und CFP庐 zertifiziert ist. Unterst眉tzt werden sie von zwei Mitarbeitern.
- Addition of experienced advisors managing $210 million in client assets
- Expansion of wealth management presence in Florida market
- Acquisition of advisors with 60+ years combined industry experience
- None.
Insights
Raymond James strengthens its independent advisor channel by recruiting a $210M team from Commonwealth, bolstering its competitive position.
Raymond James Financial (RJF) has secured a notable recruitment win with the addition of advisors Leo Boisvert and Erik Heben to its independent channel. The team, previously with Commonwealth Financial Network, brings
This acquisition represents a meaningful advisor team with substantial assets, demonstrating Raymond James' continued ability to attract established professionals in the competitive wealth management recruitment landscape. Both Boisvert and Heben bring significant experience鈥�32 and 30 years respectively鈥攁long with impressive credentials including CIMA庐, CDFA庐, and CFP庐 designations.
The team's specialization in serving families, corporate executives, business owners, healthcare professionals, and retirees aligns well with Raymond James' target client demographics. Their practice, Private Wealth Consultants based in Fort Myers, Florida, strengthens Raymond James' presence in a key wealth market.
This recruitment continues Raymond James' strategic focus on growing its independent advisor channel through established teams with significant assets. The
Boisvert's comment about "coming home to the values of independence, integrity and client emphasis" suggests Raymond James' culture and advisor-centric model remains a competitive advantage in recruiting from other independent platforms like Commonwealth.
ST. PETERSBURG, Fla., Aug. 05, 2025 (GLOBE NEWSWIRE) -- Raymond James recently welcomed financial advisors Leo Boisvert, MBA, CIMA庐, CDFA庐, and Erik Heben, CFP庐, to Raymond James Financial Services (RJFS) 鈥� the firm鈥檚 independent advisor channel 鈥� according to Todd Gartrell, Southeast divisional director for RJFS.
The duo arrives from Commonwealth Financial Network, where they managed approximately
鈥淭his transition is about coming home to the values of independence, integrity and client emphasis that first drew me to the profession,鈥� said Leo Boisvert. 鈥淩aymond James upholds these values, and it felt immediately clear this is where I wanted to build the final chapter of my career.鈥�
Boisvert served at Commonwealth for 18 years and brings a total of 32 years of industry experience to his role as managing partner. His experience is backed by an聽MBA in financial management and behavioral economics from Nove Southeastern University, as well as the聽Certified Investment Management Analyst庐聽and聽Certified Divorce Financial Analyst庐听诲别蝉颈驳苍补迟颈辞苍蝉.
Erik, managing partner of the practice and husband to Paula, brings more than 30 years of industry experience, most recently through affiliation with Commonwealth since 2006. He holds a bachelor鈥檚 degree from Kent State University in addition to his CERTIFIED FINANCIAL PLANNER庐 designation.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation鈥檚 premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Private Wealth Consultants is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP庐,聽Certified Financial Planner庐, and CFP庐聽(with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Media Contact: Angel Hernandez Raymond James 727.567.2824
FAQ
How much in assets did the new Raymond James (RJF) financial advisors bring from Commonwealth?
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