Raymond James Expands Advisory Team with New Wealth Advisors
Welcoming New Talent at Raymond James Financial Services
Recently, Raymond James (NYSE: RJF) has brought on board financial advisors Aaron Mabon and Summer Deal to their Financial Services sector, as noted by Todd Gartrell, the Southeast division director for RJFS. This strategic addition signifies the firm’s commitment to enhancing its independent advisor channel.
True North Wealth Advisors: Guiding Clients to Financial Freedom
Working alongside Office Manager Lisa Ray, Mabon and Deal represent the True North Wealth Advisors team located in LaGrange. This respected group has successfully managed around $190 million in client assets previously under Commonwealth Financial Network. With a strong foundation built over a combined 33 years in the industry, both advisors exhibit a specialty in retirement planning and investment management, effectively catering to a diverse clientele that includes business owners, women investors, and pre-retirees.
Client-Centric Philosophy and Tailored Strategies
Mabon articulates the firm’s core purpose, stating, "Our mission is to guide clients toward financial freedom with thoughtful service and tailored strategies." He emphasizes that Raymond James provides a wealth of sophisticated resources and fosters a unique culture that aligns with their foundational principles of prioritizing client needs and treating them like family.
Mabon initiated his career as a financial advisor in 2009, transitioning from a sales manager background, and dedicated the last 12 years with his previous firm. He is an alumnus of Mercer University, where he earned his bachelor’s degree in finance.
Finding the Right Fit with Raymond James
Deal echoes Mabon’s sentiments regarding the firm’s culture, asserting, "Raymond James was the right fit for our practice. The firm’s service-first culture mirrors our own values and is visible across the organization. With enhanced resources and support, we can focus more on what truly matters – our clients."
Beginning her journey in the financial services industry in 2009, Deal became a financial advisor shortly afterward. She graduated with a bachelor’s degree in business, concentrating on finance, from Auburn University.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), a member of FINRA/SIPC, is dedicated to supporting independent financial advisors across the nation. Established in 1974, RJFS offers a comprehensive array of investment and wealth planning services through its affiliate, Raymond James & Associates, Inc., which is also a member of the New York Stock Exchange/SIPC. As part of Raymond James Financial, Inc. (NYSE: RJF), one of the most prominent diversified financial services firms, RJFS boasts total client assets nearing $1.65 trillion as of the latest figures. For additional details, you may visit raymondjames.com.
Through its independent approach, Raymond James creates personalized investment strategies that align with client goals, maintaining an unwavering focus on helping individuals achieve financial independence.
Frequently Asked Questions
Who are the newest advisors at Raymond James?
The newest advisors at Raymond James are Aaron Mabon and Summer Deal, who joined the firm along with Office Manager Lisa Ray.
What is the focus of True North Wealth Advisors?
True North Wealth Advisors focuses on retirement planning and investment management, serving a diverse client base including business owners and pre-retirees.
What type of client assets do they manage?
The team at True North Wealth Advisors manages approximately $190 million in client assets.
What educational backgrounds do the new advisors have?
Aaron Mabon holds a bachelor’s degree in finance from Mercer University, while Summer Deal earned her degree in business with a finance focus from Auburn University.
What is the culture at Raymond James Financial Services?
Raymond James promotes a service-first culture that emphasizes client care and strives to align with the values of its advisors, ensuring they can focus on their clients' needs.
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