Raymond James Welcomes Florida Financial Advisors Managing Approximately $200 Million in Assets
Raymond James (NYSE:RJF) announced on Oct 2, 2025 that advisors Paul Williamson and Matt Hamilton joined Raymond James Financial Services' independent advisor channel from Commonwealth Financial Network, bringing approximately $200 million in client assets. The team, operating as Paul Williamson and Company in Vero Beach, FL, adds Registered Sales Assistant Donna Clark and Bookkeeper & Client Relations Manager Mary Williamson. The release highlights the advisors' credentials, tenure (Williamson: 15 years at Commonwealth; Hamilton: started 2017), and Raymond James' client-first resources to support multigenerational planning.
Raymond James (NYSE:RJF) ha annunciato il 2 ottobre 2025 che gli advisor Paul Williamson e Matt Hamilton si sono uniti al canale di consulenti indipendenti di Raymond James Financial Services provenienti dal Commonwealth Financial Network, portando circa 200 milioni di dollari di patrimoni dei clienti. Il team, operando come Paul Williamson and Company a Vero Beach, FL, aggiunge l'Assistente alle Vendite Registrata Donna Clark e il Responsabile della contabilità e delle relazioni con i clienti Mary Williamson. Il comunicato mette in evidenza le credenziali dei consulenti, l’esperienza (Williamson: 15 anni in Commonwealth; Hamilton: inizio nel 2017) e le risorse orientate al cliente di Raymond James per supportare la pianificazione multigenerazionale.
Raymond James (NYSE:RJF) anunció el 2 de octubre de 2025 que los asesores Paul Williamson y Matt Hamilton se incorporaron al canal de asesores independientes de Raymond James Financial Services desde Commonwealth Financial Network, aportando aproximadamente 200 millones de dólares en activos de clientes. El equipo, que opera como Paul Williamson and Company en Vero Beach, FL, añade al Asistente de Ventas Registrado Donna Clark y al Gerente de Contabilidad y Relaciones con Clientes Mary Williamson. El comunicado destaca las credenciales de los asesores, su trayectoria (Williamson: 15 años en Commonwealth; Hamilton: inició en 2017), y los recursos centrados en el cliente de Raymond James para apoyar la planificación multigeneracional.
Raymond James (NYSE:RJF)는 2025년 10월 2일에 Commonwealth Financial Network에서 Raymond James Financial Services의 독립 자문 채널로 합류한 Paul Williamson 및 Matt Hamilton 고문이 고객 자산 약 $200 million을 가져왔다고 발표했습니다. 이 팀은 플로리다주 베로 비치에 있는 Paul Williamson and Company로 운영되며 등록 영업 보조 Donna Clark과 회계 및 고객 관계 매니저 Mary Williamson을 추가합니다. 보도자료는 고문들의 자격, 재직 기간(Williamson: Commonwealth에서 15년; Hamilton: 2017년 시작), 그리고 다세대 계획을 지원하기 위한 Raymond James의 고객 우선 자원들을 강조합니다.
Raymond James (NYSE:RJF) a annoncé le 2 octobre 2025 que les conseillers Paul Williamson et Matt Hamilton ont rejoint le canal de conseillers indépendants de Raymond James Financial Services depuis Commonwealth Financial Network, apportant environ 200 millions de dollars en actifs de clients. L'équipe, opérant sous le nom Paul Williamson and Company à Vero Beach, FL, accueille la Assistante commerciale enregistrée Donna Clark et la Gestionnaire de comptabilité et des relations client Mary Williamson. Le communiqué met en évidence les références des conseillers, leur expérience (Williamson: 15 ans chez Commonwealth; Hamilton: début en 2017), et les ressources centrées sur le client de Raymond James pour soutenir la planification multigénérationnelle.
Raymond James (NYSE:RJF) gab am 2. Oktober 2025 bekannt, dass die Berater Paul Williamson und Matt Hamilton vom Commonwealth Financial Network in den unabhängigen Beraterkanal von Raymond James Financial Services gewechselt sind und dabei rund 200 Millionen US-Dollar an Kundengeldern mitnehmen. Das Team, das in Vero Beach, FL unter dem Namen Paul Williamson and Company operiert, ergänzt die Registrierte Vertriebsassistentin Donna Clark und die Buchhalterin & Leiterin der Kundenbeziehungen Mary Williamson. Die Veröffentlichung hebt die Qualifikationen der Berater, ihre Tenure (Williamson: 15 Jahre bei Commonwealth; Hamilton: Einstieg 2017) sowie die kundenorientierten Ressourcen von Raymond James zur Unterstützung einer multigenerationellen Planung hervor.
Raymond James (NYSE:RJF) أعلن في 2 أكتوبر 2025 أن المستشارين بول ويليامسون ومات هاميلتون انضموا إلى قناة المستشارين المستقلين لـ Raymond James Financial Services من Commonwealth Financial Network، محققين نحو 200 مليون دولار من أصول العملاء. الفريق، الذي يعمل باسم Paul Williamson and Company في فيرو بيتش، فلوريدا، يضيف مساعدة مبيعات مسجلة Donna Clark و مدير المحاسبة والعلاقات مع العملاء Mary Williamson. يبرز البيان مؤهلات المستشارين وخدمتهم (Williamson: 15 عامًا في Commonwealth؛ Hamilton: بدء في 2017)، والموارد المتمركزة حول العملاء من Raymond James لدعم التخطيط عبر الأجيال.
Raymond James (NYSE:RJF) 于 2025年10月2日 宣布，顾问 Paul Williamson 与 Matt Hamilton 已从 Commonwealth Financial Network 跳槽至 Raymond James Financial Services 的独立顾问渠道，带来约 两亿美元 的客户资产。该团队以 Paul Williamson and Company 的名义在佛罗里达州维罗海滩运营，新增 注册销售助理 Donna Clark 和 簿记与客户关系经理 Mary Williamson。新闻稿强调顾问的资历与任职年限（Williamson：在 Commonwealth 工作了 15 年；Hamilton：于 2017 年起步），以及 Raymond James 的以客户为先的资源，以支持跨代规划。
- Approx. $200M AUM transitioned to RJF
- Adds two experienced advisors: Paul Williamson (CFP, RICP, AIF) and Matt Hamilton (CFP, AAMS)
- Expands RJF footprint in Vero Beach / Florida market
- Team includes two support staff: Registered Sales Assistant and Bookkeeper & Client Relations Manager
- None.
Insights
Advisor team bringing ~$200M AUM to Raymond James strengthens RJFS scale and advisor-channel assets; modest positive for firm revenue and client footprint.
Key facts: two advisors (Paul Williamson and Matt Hamilton) and two support staff joined RJFS from Commonwealth Financial Network with approximately
Implications: incoming
Investor-relevant takeaways: this is a positive operational development for Raymond James’s independent-advisor channel because it adds adviser talent and AUM, but the press release provides no quantitative guidance on fees, revenue uplift, or client retention risk, limiting precise valuation impact.
St. Petersburg, Fla., Oct. 02, 2025 (GLOBE NEWSWIRE) -- Raymond James recently welcomed financial advisors Paul Williamson, CFP®, RICP®, AIF®, and Matt Hamilton, CFP®, AAMS®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Todd Gartrell, Southeast division director for RJFS.
The advisors arrive from Commonwealth Financial Network, where they managed approximately
“My career has always been about helping people, first in healthcare and now through financial planning. What excites me about joining Raymond James is the firm’s culture of putting clients first and the resources it provides to help me serve families across multiple generations,” said Paul. “With this partnership, I can continue building relationships that last and ensure my clients have the confidence to pursue their goals.”
Paul, husband to Mary, was a respiratory therapist for eight years before transitioning to financial services in 1994, most recently serving at Commonwealth Financial Network for 15 years. He holds a bachelor’s degree in business management from Westfield State College alongside the CERTIFIED FINANCIAL PLANNER®, Retirement Income Certified Professional® and Accredited Investment Fiduciary designations®.
Hamilton began his career in 2017 with Commonwealth Financial Network. He holds a bachelor’s degree from Glasgow Caledonian University in addition to the CERTIFIED FINANCIAL PLANNER® and Accredited Asset Management SpecialistSM 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’s 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. Paul Williamson and Company is not a registered broker/dealer and is independent of Raymond James Financial Services.
Certified Financial Planner Board of Standards Center for Financial Planning, Inc. owns and licenses the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States to Certified Financial Planner Board of Standards, Inc., which authorizes individuals who successfully complete the organization's initial and ongoing certification requirements to use the certification marks.
Angel Hernandez Raymond James Financial 727.567.2824 mediarelations@raymondjames.com
FAQ
What did Raymond James (RJF) announce on Oct 2, 2025 about new advisors?
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What experience and credentials do the advisors joining RJF have?
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