Raymond James Welcomes New Advisors to Strengthen Financial Services
Recently, Raymond James Financial Services (RJFS) has made a significant addition to its team with financial advisors Leo Boisvert, MBA, CIMA, CDFA, and Erik Heben, CFP. This strategic move illustrates the firm’s commitment to providing top-notch financial planning and advisory services.
Expertise to Drive Client Success
Boisvert and Heben join Raymond James from Commonwealth Financial Network, where they successfully managed around $210 million in client assets. Their journey of co-founding Private Wealth Consultants in Florida allowed them to specialize in holistic financial planning tailored to diverse clientele, including families, corporate executives, and retirees.
Core Values of Independence and Integrity
Leo Boisvert expressed that this transition marks a return to the foundational values of independence, integrity, and a strong client focus that led him into the financial profession. He articulated a clear conviction that Raymond James embodies these principles, stating, “This is where I wanted to build the final chapter of my career.”
Combining Experience for Better Financial Guidance
With over 32 years in the industry, Boisvert takes on the role of managing partner. His extensive background is fortified by an MBA in financial management and behavioral economics from Nova Southeastern University and multiple financial certifications including Certified Investment Management Analyst and Certified Divorce Financial Analyst. His partner, Erik Heben, who has over 30 years in the financial sector and has been with Commonwealth since 2006, will also serve as a managing partner in their shared practice. Their combined experience promises to enhance the level of service they offer to their clients.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS) is a dynamic financial services firm dedicated to supporting independent advisors across the nation. Established in 1974, RJFS provides a comprehensive suite of investment management and wealth planning services through its affiliate, Raymond James & Associates, Inc. These firms belong to Raymond James Financial, Inc. (NYSE:RJF), a leading diversified financial services company with a presence in the U.S., Canada, and beyond. As of June 2025, the total client assets managed by the firm amount to approximately $1.64 trillion, showcasing its robust market position and commitment to its clients.
Frequently Asked Questions
Who are the new advisors joining Raymond James?
Leo Boisvert and Erik Heben are the new financial advisors who have joined Raymond James Financial Services.
What experience do the new advisors bring?
Boisvert has 32 years of experience, while Heben has over 30 years in the financial industry, enhancing the team's expertise.
What is the total value of assets managed by the new advisors?
Together, they managed approximately $210 million in client assets before joining Raymond James.
What are the main services offered by Private Wealth Consultants?
The firm specializes in holistic financial planning for individuals, families, business owners, and various professions.
What is the significance of Raymond James' values?
Raymond James emphasizes independence, integrity, and client-centric services, aligning with the career values of the new advisors.
