Raymond James Welcomes Massachusetts Advisors Managing Over $120 Million in Assets
Raymond James (NYSE: RJF) has announced the addition of three experienced financial advisors to its independent advisor channel, Raymond James Financial Services (RJFS). The team, operating as Linden Financial Group in Amesbury, Massachusetts, previously managed over $120 million in client assets at Commonwealth Financial Network.
The newly joined advisors include Charlene Dolan (27 years experience), Danielle Holmes (18 years experience), and John MacDonald (9 years experience). All three professionals hold multiple industry certifications and will continue providing comprehensive financial planning and investment management services to their clients.
Raymond James (NYSE: RJF) ha annunciato l'ingresso di tre consulenti finanziari esperti nel suo canale di advisor indipendenti, Raymond James Financial Services (RJFS). Il gruppo, operativo con il nome Linden Financial Group ad Amesbury, Massachusetts, proveniva da Commonwealth Financial Network dove gestiva oltre 120 milioni di dollari in attivit脿 dei clienti.
I nuovi membri sono Charlene Dolan (27 anni di esperienza), Danielle Holmes (18 anni di esperienza) e John MacDonald (9 anni di esperienza). Tutti e tre possiedono diverse certificazioni di settore e continueranno a offrire pianificazione finanziaria completa e gestione degli investimenti ai loro clienti.
Raymond James (NYSE: RJF) ha anunciado la incorporaci贸n de tres asesores financieros con amplia experiencia a su canal de asesores independientes, Raymond James Financial Services (RJFS). El equipo, que opera como Linden Financial Group en Amesbury, Massachusetts, proced铆a de Commonwealth Financial Network, donde administraba m谩s de 120 millones de d贸lares en activos de clientes.
Los nuevos asesores son Charlene Dolan (27 a帽os de experiencia), Danielle Holmes (18 a帽os de experiencia) y John MacDonald (9 a帽os de experiencia). Los tres cuentan con varias certificaciones profesionales y seguir谩n brindando servicios integrales de planificaci贸n financiera y gesti贸n de inversiones a sus clientes.
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Raymond James (NYSE: RJF) a annonc茅 l'arriv茅e de trois conseillers financiers exp茅riment茅s dans sa fili猫re de conseillers ind茅pendants, Raymond James Financial Services (RJFS). L'茅quipe, op茅rant sous le nom de Linden Financial Group 脿 Amesbury, dans le Massachusetts, provenait de Commonwealth Financial Network o霉 elle g茅rait plus de 120 millions de dollars d'actifs clients.
Les nouveaux conseillers sont Charlene Dolan (27 ans d'exp茅rience), Danielle Holmes (18 ans d'exp茅rience) et John MacDonald (9 ans d'exp茅rience). Les trois d茅tiennent plusieurs certifications professionnelles et continueront d'offrir 脿 leurs clients des services complets de planification financi猫re et de gestion d'investissements.
Raymond James (NYSE: RJF) hat die Aufnahme von drei erfahrenen Finanzberatern in seinen unabh盲ngigen Advisor-Kanal Raymond James Financial Services (RJFS) bekanntgegeben. Das Team, das als Linden Financial Group in Amesbury, Massachusetts, t盲tig ist, wechselte von Commonwealth Financial Network, wo es mehr als 120 Millionen US-Dollar an Kundenverm枚gen betreute.
Zu den neuen Beratern geh枚ren Charlene Dolan (27 Jahre Erfahrung), Danielle Holmes (18 Jahre Erfahrung) und John MacDonald (9 Jahre Erfahrung). Alle drei verf眉gen 眉ber mehrere Branchenzertifikate und werden ihren Kunden weiterhin umfassende Finanzplanung und Verm枚gensverwaltung anbieten.
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St. Petersburg, Fla., Aug. 20, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed financial advisors Charlene Dolan, CFP庐, AIF庐, Danielle Holmes, CRPC庐, AIF庐, and John MacDonald, ChFC庐, AIF庐, to Raymond James Financial Services (RJFS) 鈥� the firm鈥檚 independent advisor channel 鈥� according to Alex David, Northeast divisional director for RJFS.
The team arrives from Commonwealth Financial Network, where they managed over
鈥淥ur approach is grounded in empathy, transparency, and building enduring client relationships鈥攑rinciples that align seamlessly with the values upheld by Raymond James,鈥� said Dolan. 鈥淭he firm鈥檚 blend of high-touch support and leading-edge technology allows us to elevate the client experience in a truly personal and powerful way.鈥�
Dolan has been affiliated with Commonwealth since 2000 and brings 27 years of industry experience to her advisory role. Her experience is backed by an undergraduate degree from the University of Massachusetts Amherst in addition to the CERTIFIED FINANCIAL PLANNER庐 and Accredited Investment Fiduciary庐 designations.
Holmes began her career in 1994, most recently affiliated with Commonwealth for over 12 years. Her 18 years of professional experience are backed by a bachelor鈥檚 degree in behavioral finance from the University of Massachusetts Amherst in addition to the Chartered Retirement Planning CounselorTM and Accredited Investment Fiduciary庐 designations.
MacDonald offers more than nine years of industry experience accrued at Commonwealth. He studied management at North Shore Community College and holds the Chartered Financial Consultant庐 and Accredited Investment Fiduciary庐 designations.
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鈥檚 premier diversified financial services companies with financial advisors throughout the United States, Canada and overseas. Total client assets are approximately
Securities offered through Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services are offered through Raymond James Financial Services Advisors, Inc. Linden Financial Group is not a registered broker/dealer and is independent of Raymond James Financial Services.聽
Angel Hernandez Raymond James Financial 7275672824 [email protected]
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