Raymond James Welcomes New Financial Advisors
Raymond James, a recognized leader in financial services, has recently expanded its team by welcoming four skilled financial advisors from the reputable Compass Investment Management to its independent advisor channel, Raymond James Financial Services. This strategic move allows Raymond James to enhance its wealth management offerings while ensuring personalized and thoughtful service for clients.
Meet the Maine Advisory Team
The newly hired advisors include seasoned professionals Gary Bragg, Colby Dionne, Daniel Espenscheid, and Michael Nerney. This dedicated group, which previously managed over $350 million in client assets under the Commonwealth Financial Network, is well-equipped to address the diverse financial needs of their clients. They are joined by Registered Broker Assistants Peggy Kennedy and Melissa Bernard, along with Office Administrator Linda Girardin, creating a robust support system.
Gary Bragg: Leading the Team
Gary Bragg heads the CIM team and brings with him over 30 years of comprehensive experience in the financial services industry. His long-standing career began in 1990, where he nurtured his expertise in assisting clients with their financial goals. For Bragg, the decision to join Raymond James centered around the desire to maintain independence while having access to valuable resources that empower his team to serve their clients effectively.
Colby Dionne: The Service Manager
Colby Dionne plays the pivotal role of services manager at CIM. With a bachelor's degree in finance and financial economics from the University of Maine, he started his career at Equitable Advisors in 2023, following an internship with the CIM team. Dionne's experience ensures that the team continues to provide the high level of service that clients expect.
Adding Innovative Solutions with Technology
Daniel Espenscheid, who joined CIM in 2016, has played various roles, initially as technology director and broker assistant. In 2024, he stepped into the role of financial advisor and is currently based in Venice, Florida, yet is a vital part of the Lewiston office's operations. His expertise in technology positions him to deliver innovative solutions to clients, ensuring they are well-equipped in the ever-evolving financial landscape.
Michael Nerney: A Unique Perspective
Michael Nerney brings a distinctive background to the team, holding degrees in finance, an MBA from Bentley University, and advanced theological degrees. Since his arrival at CIM in 2021, he has provided valuable financial analysis and portfolio structure support, uniquely blending his knowledge of finance with an understanding of people’s needs through his ministry background.
About Raymond James Financial Services
Raymond James Financial Services, Inc., a member of FINRA/SIPC, is dedicated to supporting independent financial advisors across the nation. The firm has been providing a wide array of investment and wealth-planning services through its parent company, Raymond James & Associates, Inc., which is a member of the New York Stock Exchange/SIPC since 1974. Raymond James Financial, Inc. (NYSE: RJF) stands as one of the country’s premier diversified financial services companies, allowing access to approximately $1.69 trillion in client assets as of the end of August 2025. The integration of new advisors underlines the firm’s commitment to delivering tailored financial advice and services to clients.
Frequently Asked Questions
What is the background of the newly joined advisors?
The newly joined advisors bring years of experience in financial services, previously managing over $350 million in client assets at Commonwealth Financial Network.
What motivated the Maine advisory team to join Raymond James?
The team was drawn to Raymond James for its independence and support, allowing them to focus on client needs while utilizing top-notch resources.
Where does the advisory team operate?
The team operates offices in Lewiston and Bangor, Maine, providing localized services to their clients.
What types of services does Raymond James offer its clients?
Raymond James provides a variety of investment and wealth planning services, tailored to meet the unique needs of each client.
How does Raymond James ensure client service excellence?
Raymond James emphasizes personalized service by hiring experienced advisors and providing them with the necessary resources to support their clients effectively.
