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Massachusetts Wealth Firm Joins Raymond James From Commonwealth
Editorial Staff
10 May 2024
A team in Massachusetts overseeing $800 million of client money has migrated to Raymond James. Lightship Wealth Strategies has joined the firm’s independent advisor channel. This news service has published a raft of stories of wealth advisors joining Raymond James' business channels. See an example here along with its latest financial results. The organization, which is headquartered in St Petersburg, Florida, and listed in New York, has operations in a number of countries besides the US. It also announced a new CEO in March.
Based in Newton Lower Falls, Massachusetts, the group’s advisors include Jonathan Wolff, Scott Schutte, Justin Turcotte, Jack Wolff and Evan Mattern. The group has arrived from Commonwealth Financial Network.
Wolff began working in the financial services industry in 1983 and, most recently, spent the last 18 years at Commonwealth Financial Network. Prior to that, he was affiliated with Northwestern Mutual Investment Services for 23 years.