Raymond James Welcomes Ohio Financial Advisors Managing $305 Million in Assets
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.
The advisors bring significant experience, with Flaherty having over 50 years in the industry and Colvin bringing 35 years of experience. Their practice specializes in serving business owners, families, retirees, and women investors. The team includes three additional staff members and brings multiple professional certifications to Raymond James.
Raymond James (NYSE: RJF) ha ampliato il proprio canale di consulenti indipendenti accogliendo i consulenti finanziari Stew Flaherty e Tami Colvin in Raymond James Financial Services (RJFS). Il team, operativo come FlahertyColvin a Westerville, Ohio, gestiva precedentemente $305 million in client assets presso Commonwealth Financial Network.
I consulenti apportano una solida esperienza: Flaherty vanta oltre 50 anni nel settore e Colvin 35 anni di esperienza. La loro attivit脿 猫 specializzata nel supporto a imprenditori, famiglie, pensionati e investitrici. Il team comprende tre collaboratori aggiuntivi e porta a Raymond James diverse certificazioni professionali.
Raymond James (NYSE: RJF) ha ampliado su canal de asesores independientes dando la bienvenida a los asesores financieros Stew Flaherty y Tami Colvin a Raymond James Financial Services (RJFS). El equipo, que opera como FlahertyColvin en Westerville, Ohio, gestionaba anteriormente $305 million in client assets en Commonwealth Financial Network.
Los asesores aportan una amplia experiencia: Flaherty cuenta con m谩s de 50 a帽os en la industria y Colvin con 35 a帽os de experiencia. Su pr谩ctica est谩 especializada en atender a propietarios de empresas, familias, jubilados y mujeres inversoras. El equipo incluye tres miembros adicionales y aporta varias certificaciones profesionales a Raymond James.
Raymond James (NYSE: RJF)電� 霃呺 鞛愲 毂勲剱鞚� 頇曤寑頃橃棳 鞛 鞛愲靷� Stew Flaherty鞕� Tami Colvin鞚� Raymond James Financial Services(RJFS)鞐� 鞓侅瀰頄堨姷雼堧嫟. FlahertyColvin(鞓ろ晿鞚挫槫欤� 鞗姢韯半箤)搿� 頇滊彊頃橂姅 鞚� 韺�鞚� 鞚挫爠鞐� Commonwealth Financial Network鞐愳劀 $305 million in client assets毳� 甏�毽枅鞀惦媹雼�.
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Raymond James (NYSE: RJF) a renforc茅 son r茅seau de conseillers ind茅pendants en accueillant les conseillers financiers Stew Flaherty et Tami Colvin chez Raymond James Financial Services (RJFS). L鈥櫭﹒uipe, op茅rant sous le nom de FlahertyColvin 脿 Westerville, Ohio, g茅rait pr茅c茅demment $305 million in client assets chez Commonwealth Financial Network.
Les conseillers apportent une solide exp茅rience : Flaherty cumule plus de 50 ans dans le secteur et Colvin 35 ans d鈥檈xp茅rience. Leur cabinet se sp茅cialise dans l鈥檃ccompagnement de chefs d鈥檈ntreprise, de familles, de retrait茅s et d鈥檌nvestisseuses. L鈥櫭﹒uipe comprend trois collaborateurs suppl茅mentaires et apporte plusieurs certifications professionnelles 脿 Raymond James.
Raymond James (NYSE: RJF) hat seinen Kanal f眉r unabh盲ngige Berater erweitert und die Finanzberater Stew Flaherty und Tami Colvin bei Raymond James Financial Services (RJFS) willkommen gehei脽en. Das Team, das unter dem Namen FlahertyColvin in Westerville, Ohio arbeitet, betreute zuvor $305 million in client assets bei Commonwealth Financial Network.
Die Berater bringen umfassende Erfahrung mit: Flaherty verf眉gt 眉ber mehr als 50 Jahre in der Branche, Colvin 眉ber 35 Jahre Erfahrung. Ihre Praxis ist auf Unternehmensinhaber, Familien, Rentner und Anlegerinnen spezialisiert. Das Team umfasst drei weitere Mitarbeiter und bringt mehrere berufliche Zertifikate zu Raymond James.
- Addition of experienced team managing $305 million in client assets
- Expansion of presence in Ohio market
- Strategic acquisition of advisors with specialized client focus
- None.
St. Petersburg, Fla., Aug. 27, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed financial advisors Stew Flaherty, AIF庐, ChFC庐, CLU庐, CRC庐, and Tami Colvin, CFP庐, CRC庐, to Raymond James Financial Services (RJFS) 鈥� the firm鈥檚 independent advisor channel 鈥� according to David Sisemore, Midwest divisional director for RJFS.听
The duo arrives from Commonwealth Financial Network where they managed approximately
鈥淩aymond James shares our deep commitment to doing what鈥檚 right for clients,鈥� said Flaherty. 鈥淭he firm鈥檚 culture aligns with ours in that we value relationships, focus on the long-term and put people first. We鈥檝e found a true home here.鈥澨�
Flaherty brings more than 50 years of industry experience, most recently through affiliation with Commonwealth since 2013. He is an Accredited Investment Fiduciary庐, Certified Retirement Counselor庐, Chartered Financial Consultant庐 and Chartered Life Underwriter庐.听听听听
Colvin served at Commonwealth for 12 years and brings more than 35 years of industry experience to her role as president. She holds the CERTIFIED FINANCIAL PLANNER庐鈥痑nd鈥疌ertified Retirement Counselor庐鈥痙esignations.听
About Raymond James Financial Services听
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
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Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. FlahertyColvin is not a registered broker/dealer and is independent of Raymond James Financial Services.鈥�
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP庐,鈥疌ertified Financial Planner庐, and CFP庐鈥�(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.听
Angel Hernandez Raymond James Financial 727.567.2824
FAQ
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