Massachusetts
Charlene Dolan, Danielle Holmes, and John MacDonald have joined Raymond James Financial Services – the firm’s independent advisor channel. They arrive from Commonwealth Financial Network, where they managed over $120 million in client assets. In their new berth, the team goes under the name of Linden Financial Group, based in Amesbury, Massachusetts. 

Dolan has been affiliated with Commonwealth since 2000 and brings 27 years of industry experience to her advisory role. Holmes began her career in 1994, most recently affiliated with Commonwealth for over 12 years. MacDonald offers more than nine years of industry experience accrued at Commonwealth. 

Florida
In the second move, the firm brought in advisors Michael “Covey” Davis and Manuel “Manny” Benitez, to Raymond James & Associates – the firm's employee advisor channel – in Naples, Florida.

The advisors arrive from Merrill Lynch, where they managed approximately $185 million in client assets. Together, they lead Betavest Wealth Management of Raymond James. The advisors are joined by senior client service associate Jessica Dang and practice marketing associate Katherine Chami.

Davis began his career in 2005 and brings more than 19 years of financial services industry experience to his role as senior vice president of investments, most recently serving at Merrill Lynch for 10 years. 

Manuel began his career in 2019 at Merrill Lynch and has served in the financial services industry for more than six years. 

Connecticut
The business also brought in a team of three financial advisors in Wallingford, Connecticut, to its independent advisor channel.

Jeremy Lobo, Chris Pascale and Michael “Mike” Mendillo have come from Commonwealth Financial Network, where they managed more than $300 million in client assets. They operate as Lobo & Pascale Wealth Management. The advisors provide retirement, estate and business planning alongside tax and risk management services. They are joined by director of business operations Jordan True and client relationship specialist Laura Sicignano.

Lobo, who co-founded the practice in 2001 with Pascale, was affiliated with Commonwealth for more than 24 years. His professional experience is backed by a bachelor’s degree in finance from the University of Rhode Island in addition to the Certified Financial Planner, Certified Fund Specialist® and Accredited Investment Fiduciary® designations.

Pascale is also a CFP, with more than 30 years of industry experience. He earned a master’s degree in business administration from New York University’s Stern School of Business. He also has Certified Investment Management Analyst and Accredited Investment Fiduciary designations alongside his certified financial planner status.

Mendillo, also a CFP, earned an undergraduate degree from Roger Williams University’s Gabelli School of Business. He brings more than 24 years of financial services industry experience to his role as wealth advisor at the practice.