Raymond James welcomes Massachusetts advisors managing $270 million in client assets
ST. PETERSBURG, Fla. – Raymond James welcomed financial advisors Steve Doucette and Collin Habig to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Plainville, Massachusetts, according to Shannon Reid, Northeast division director for RJFS.
At Doucette Capital, the advisors are joined by registered sales assistant, Louise Boissel. Together they provide personalized and comprehensive financial planning to a variety of clients, specializing in those in or near retirement. Previously, the group was affiliated with Edward Jones where they managed approximately $270 million in client assets.
“One of my initial draws to Raymond James was its track record of seamlessly transitioning advisors into its independent model where I can structure and run my business as I see fit,” said Doucette. “The firm’s broad research coverage, depth of solutions and advanced technology have also proven to be valuable assets in building the ideal investment strategy for my clients.”
As president of Doucette Capital, Doucette offers more than two decades of experience advising clients at his previous firm. He has also earned the Accredited Asset Management Specialist™ designation for his proficiency in the field of financial services. A Massachusetts native, Doucette holds a bachelor’s degree from Newbury College.
Habig serves as vice president of Doucette Capital and started his financial advising career at Edward Jones in 2018. In addition to his professional experience, he has achieved Chartered Retirement Planning Counselor™ designation from the College for Financial Planning. Habig studied finance and economics at Nichols College.
About Raymond James Financial Services
Raymond James Financial Services, Inc. (RJFS), member FINRA/SIPC, is a financial services firm supporting independent financial advisors nationwide. Since 1974, RJFS provides a wide range of investment and wealth planning-related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both firms are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.15 trillion as of Oct. 31, 2022. Additional information is available at raymondjames.com.