Raymond James Strengthens Team with New Advisors from Commonwealth
Raymond James Welcomes New Financial Advisors
St. Petersburg, Fla. — Raymond James (NYSE: RJF) has recently announced the addition of three talented financial advisors to their independent advisory channel, Raymond James Financial Services (RJFS). This strategic move brings aboard Charlene Dolan, Danielle Holmes, and John MacDonald, all of whom share a wealth of experience and a commitment to elevating client service.
Experienced Advisors Bringing Extensive Knowledge
The new team arrives with a strong background, transitioning from Commonwealth Financial Network where they managed over $120 million in assets for their clients. Their expertise and established reputations reflect a strong alignment with Raymond James' values.
Meet the Team
Charlene Dolan, a Certified Financial Planner and Accredited Investment Fiduciary, has over 27 years of experience in the financial services industry. Her journey began at Commonwealth in 2000, and her educational background includes a degree from the University of Massachusetts Amherst.
Similarly, Danielle Holmes brings 18 years of relevant experience, having been with Commonwealth for more than 12 years. Her educational foundations in behavioral finance from the University of Massachusetts Amherst add to her qualifications, complemented by her Chartered Retirement Planning Counselor designation.
John MacDonald adds to this dynamic with over nine years in the industry, also previously affiliated with Commonwealth. His management studies at North Shore Community College and credentials as a Chartered Financial Consultant showcase his commitment to client-focused financial strategies.
A Client-Centric Approach
The newly formed team embodies a philosophy rooted in empathy, transparency, and cultivating meaningful client relationships. Charlene emphasized that these values resonate harmoniously with the culture at Raymond James. She stated, "The firm’s blend of high-touch support and leading-edge technology allows us to elevate the client experience in a truly personal and powerful way.” This dedication to fostering robust client connections aligns perfectly with Raymond James’ mission.
About Raymond James Financial Services
Raymond James Financial Services, Inc., with its esteemed membership in FINRA/SIPC, has been a trusted partner for independent financial advisors since 1974. The firm offers a comprehensive range of investment and wealth planning services through its affiliate, Raymond James & Associates, Inc., a member of the New York Stock Exchange/SIPC. With total client assets amounting to approximately $1.64 trillion as of mid-2025, Raymond James stands as one of the nation’s leading diversified financial services companies, committed to delivering exceptional service through its advisors located across the United States and beyond.
Frequently Asked Questions
What prompted Raymond James to welcome new advisors?
The strategic addition of these advisors aims to enhance client service by bringing experienced professionals who align with the firm’s values.
How much in assets do the new advisors manage?
The new advisors collectively manage over $120 million in client assets.
What is the background of Charlene Dolan?
Charlene Dolan has 27 years of industry experience and holds credentials as a Certified Financial Planner and an Accredited Investment Fiduciary.
What financial services does Raymond James offer?
Raymond James provides a variety of investment and wealth planning-related services to clients across several platforms.
What are the future plans for Raymond James?
Raymond James continues to expand its advisory team, focusing on enhancing client service and investment strategies through high-touch support and technology.
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