Raymond James welcomes seasoned advisor team managing $800 million in Massachusetts
ST. PETERSBURG, Fla. – Raymond James recently welcomed the team of five financial advisors and three client service professionals at Lightship Wealth Strategies to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
Based in Newton Lower Falls, Massachusetts, the group’s advisors include Jonathan Wolff, Scott Schutte, Justin Turcotte, Jack Wolff and Evan Mattern. Together they offer a collective 100 years of financial services industry experience and serve a range of clients, from business owners to high-net-worth individuals and families. The group arrives from Commonwealth Financial Network where they managed approximately $800 million in client assets.
“After extensive due diligence, we decided to partner with Raymond James for its comprehensive resources and, most importantly, the level of trust that comes from our deep alignment of values. The culture at Raymond James reflects our own priorities to deliver high-quality service to clients with a long-term view to helping them achieve their financial goals. Ultimately, the firm’s leading-edge technology, its banking and lending capabilities and wide range of high-net-worth options suits our clients perfectly,” said Wolff, founder.
Wolff began working in the financial services industry in 1983 and, most recently, spent the last 18 years at Commonwealth Financial Network. Prior to that, he was affiliated with Northwestern Mutual Investment Services for 23 years. In addition to his professional credentials, he holds a Bachelor of Arts in psychology from Muhlenberg College.
"We are thrilled to join Raymond James, a firm that shares our attention to service while delivering wealth management solutions that are highly customized for clients. With the firm's flexible platform, advanced technology and support, I’m confident that we will continue to deliver high-quality financial guidance and strategies to our sophisticated clients while continuously striving to elevate their experience," said Schutte, wealth management director.
“It’s my pleasure to welcome the talented team at Lightship Wealth Strategies to Raymond James. The addition of this well-respected group further strengthens our presence in the Northeast and highlights our commitment to being an ideal partner for advisors seeking excellent resources and support for their clients, backed a steadfast culture of independence,” said David.
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 8,800 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.45 trillion as of Mar. 31, 2024. Additional information is available at raymondjames.com.
Securities offered through Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Lightship Wealth Strategies is not a registered broker/dealer and is independent of Raymond James Financial Services, Inc.
Lending Services provided by Raymond James Bank, member FDIC, affiliated with Raymond James Financial Services and Raymond James & Associates, Inc.