Workflow
Raymond James Welcomes Massachusetts Advisors Managing Over $120 Million in Assets

St. Petersburg, Fla., Aug. 20, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed financial advisors Charlene Dolan, CFP®, AIF®, Danielle Holmes, CRPC®, AIF®, and John MacDonald, ChFC®, AIF®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast divisional director for RJFS. The team arrives from Commonwealth Financial Network, where they managed over $120 million in client assets. As Linden Financial Group, based in Amesbu ...