People Moves
Who's Moving Where In Wealth Management? – Raymond James
The latest senior moves in the North American wealth management sector.
Raymond James welcomed financial advisors Steve Doucette and Collin Habig to the firm’s independent advisor channel. They are based in Plainville, Massachusetts.
At Doucette Capital, the advisors are joined by registered sales assistant, Louise Boissel. Together they provide personalized and comprehensive financial planning to a variety of clients, specializing in those in or near retirement.
Previously, the group was affiliated with Edward Jones where they managed approximately $270 million in client assets.
Steve Doucette, president of Doucette Capital, offers more than two decades of experience advising clients at his previous firm. He has also earned the Accredited Asset Management Specialist™ designation for his proficiency in the field of financial services. A Massachusetts native, Doucette holds a bachelor’s degree from Newbury College.
Habig, who serves as vice president, started his financial advising career at Edward Jones in 2018. In addition to his professional experience, he has gained the Chartered Retirement Planning Counselorâ„¢ designation from the College for Financial Planning. Habig studied finance and economics at Nichols College.