Raymond James Welcomes Experienced Financial Advisors
Recently, Raymond James (NYSE: RJF) has taken an important step in enhancing its financial advisory services by welcoming two skilled advisors, Stew Flaherty, AIF®, ChFC®, CLU®, CRC®, and Tami Colvin, CFP®, CRC®. This transition was overseen by David Sisemore, who serves as the Midwest divisional director for Raymond James Financial Services (RJFS).
Background of Flaherty and Colvin
Flaherty and Colvin previously operated at Commonwealth Financial Network, where they effectively managed around $305 million in client assets. Under the branding of FlahertyColvin based in Westerville, Ohio, they offer comprehensive financial planning services tailored to diverse clients. Their expertise ranges from assisting business owners and families to guiding retirees and women investors.
Commitment to Client-Centric Values
In a statement reflecting their values, Flaherty emphasized that "Raymond James shares our deep commitment to doing what’s right for clients." He noted that the culture at Raymond James resonates with their values of building strong relationships and prioritizing long-term success.
The Wealth of Experience They Bring
Stew Flaherty adds over 50 years of industry experience to his role. Having been associated with Commonwealth since 2013, he possesses numerous certifications including Accredited Investment Fiduciary® and Chartered Life Underwriter®. His extensive career equips him to provide insightful financial guidance.
Tami Colvin’s Track Record
Tami Colvin also brings a wealth of knowledge to her position as president. With a background that spans 35 years, 12 of which she dedicated to Commonwealth, she holds prestigious designations such as Certified Financial Planner® and Certified Retirement Counselor®.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS) is recognized as a leading financial services firm that supports independent financial advisors across the nation. Since its inception in 1974, RJFS has been committed to delivering comprehensive investment and wealth management services. It operates through its affiliate, Raymond James & Associates, Inc., which is a member of both the New York Stock Exchange and SIPC. Together, these entities are fully owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a highly respected diversified financial services conglomerate with advisors positioned across the U.S., Canada, and internationally. Raymond James possesses approximately $1.65 trillion in client assets as of mid-2025, showcasing its significant presence and influence within the financial services industry.
Commitment to Independent Advisors
With an unwavering focus on serving its advisors, Raymond James enables them to thrive independently while providing the support needed to serve their clients effectively. This dedication is vital in fostering an environment where advisors can prioritize client relations without sacrificing their independence.
Frequently Asked Questions
Who are the new advisors at Raymond James?
Stew Flaherty and Tami Colvin have joined Raymond James, bringing a combined wealth of experience and a strong commitment to client service.
What prior experience do Flaherty and Colvin have?
Both advisors previously worked at Commonwealth Financial Network, managing significant client assets and bringing extensive industry experience.
What services do Flaherty and Colvin provide?
They offer holistic financial planning and guidance, working with business owners, families, retirees, and women investors.
How long has Raymond James been in operation?
Raymond James Financial Services has been providing financial services since 1974, supporting independent advisors across the nation.
What is Raymond James' total client asset value?
As of mid-2025, Raymond James manages approximately $1.65 trillion in client assets, reflecting its prominent role in the financial services sector.
