StockNews.AI
RJF
StockNews.AI
10 hrs

Raymond James Welcomes Georgia Advisor Duo Managing Over $190 Million

1. Raymond James welcomes advisors Aaron Mabon and Summer Deal to RJFS. 2. The new advisors manage about $190 million in client assets. 3. They specialize in retirement planning and investment management. 4. RJFS's client assets total approximately $1.65 trillion as of July 2025. 5. The firm's culture emphasizes client-first service and tailored strategies.

4m saved
Insight
Article

FAQ

Why Bullish?

The addition of experienced advisors can improve client acquisition and retention, boosting overall performance. Historical growth due to advisory team expansion supports this positive outlook.

How important is it?

Welcoming seasoned advisors aligns with RJF's growth strategy and reflects positively on its operational stability.

Why Long Term?

New advisors will continue to build their client base and contribute to RJF's asset growth over several years, enhancing sustainable revenue streams.

Related Companies

CWFAPOAMP
St. Petersburg, Fla., Sept. 16, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed financial advisors Aaron Mabon and Summer Deal to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS. Together with Office Manager Lisa Ray, they operate as True North Wealth Advisors, based in LaGrange, Georgia. The group managed approximately $190 million in client assets as part of Commonwealth Financial Network. With a combined 33 years of experience, the advisors specialize in retirement planning and investment management, serving clients including business owners, women investors and pre-retirees. “Our mission is to guide clients toward financial freedom with thoughtful service and tailored strategies,” said Mabon. “Raymond James’ depth of sophisticated resources and unique culture allow us to stay true to our founding principles – putting clients first and serving them like we would our own family.” Mabon began his advisory career in 2009 after several years as a sales manager and spent the last 12 years with his previous firm. He earned a bachelor’s degree in finance from Mercer University. “Raymond James was the right fit for our practice,” said Deal. “The firm’s service-first culture reflects our own values and is apparent across the organization. With expanded resources and support, we can spend more time focusing on what matters most – our clients.” Deal entered the financial services industry in 2009 and became an advisor the following year. She holds a bachelor’s degree in business with a focus on finance from Auburn University. About Raymond James Financial ServicesRaymond 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 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.65 trillion as of July 31, 2025. 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. True North Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services. 

Related News