Raymond James Welcomes Georgia Advisor Duo Managing Over $190 Million
Raymond James Financial Services (NYSE: RJF) has welcomed financial advisors Aaron Mabon and Summer Deal to its independent advisor channel. The duo, operating as True North Wealth Advisors in LaGrange, Georgia, previously managed approximately $190 million in client assets at Commonwealth Financial Network.
The team, which includes Office Manager Lisa Ray, brings a combined 33 years of experience specializing in retirement planning and investment management. Their client base includes business owners, women investors, and pre-retirees. Both advisors have extensive experience in the financial services industry, with Mabon starting his advisory career in 2009 and Deal entering the industry the same year.
Raymond James Financial Services (NYSE: RJF) ha accolto i consulenti finanziari Aaron Mabon e Summer Deal nel suo canale di consulenti indipendenti. Il duo, operante come True North Wealth Advisors a LaGrange, Georgia, gestiva in precedenza circa 190 milioni di dollari in asset dei clienti presso Commonwealth Financial Network.
Il team, che include la Responsabile dell'ufficio Lisa Ray, porta una esperienza combinata di 33 anni specializzata in pianificazione della pensione e gestione degli investimenti. La loro clientela comprende imprenditori, donne investitrici e persone prossime alla pensione. Entrambi i consulenti hanno una vasta esperienza nel settore dei servizi finanziari, con Mabon che ha iniziato la sua carriera di consulente nel 2009 e Deal che è entrata nel settore nello stesso anno.
Raymond James Financial Services (NYSE: RJF) ha dado la bienvenida a los asesores financieros Aaron Mabon y Summer Deal a su canal de asesores independientes. El dúo, que opera como True North Wealth Advisors en LaGrange, Georgia, gestionaba previamente alrededor de 190 millones de dólares en activos de clientes en Commonwealth Financial Network.
El equipo, que incluye a la Gerente de oficina Lisa Ray, aporta una experiencia combinada de 33 años centrada en la planificación de la jubilación y la gestión de inversiones. Su base de clientes incluye propietarios de negocios, mujeres inversionistas y personas que están a punto de jubilarse. Ambos asesores tienen amplia experiencia en la industria de servicios financieros, con Mabon iniciando su carrera como asesor en 2009 y Deal ingresando a la industria ese mismo año.
Raymond James Financial Services (NYSE: RJF)가 독립 자문 채널에 재정 자문가 Aaron Mabon 및 Summer Deal를 환영했습니다. 이 듀오는 조지아 주 LaGrange에서 True North Wealth Advisors로 운영되며, 이전에 Commonwealth Financial Network에서 약 1억 9천만 달러의 고객 자산을 관리했습니다.
이 팀은 사무실 관리자인 Lisa Ray를 포함하고 있으며, 은퇴 계획과 투자 관리에 전문화된 합계 33년의 경력을 제공합니다. 그들의 고객층에는 기업 소유주, 여성 투자자, 은퇴를 앞둔 사람들이 포함됩니다. 두 자문가는 금융 서비스 업계에서 광범위한 경험을 보유하고 있으며, Mabon은 2009년에 자문 경력을 시작했고 Deal은 같은 해 업계에 진입했습니다.
Raymond James Financial Services (NYSE: RJF) a accueilli les conseillers financiers Aaron Mabon et Summer Deal dans son canal de conseillers indépendants. Le duo, opéré sous le nom True North Wealth Advisors à LaGrange, Géorgie, gérait auparavant environ 190 millions de dollars d'actifs de clients chez Commonwealth Financial Network.
L'équipe, qui comprend la responsable du bureau Lisa Ray, apporte une expérience combinée de 33 ans spécialisée dans la planification de la retraite et la gestion des investissements. Leur clientèle comprend des propriétaires d'entreprises, des investisseuses féminines et des pré-retraités. Les deux conseillers disposent d'une vaste expérience dans le secteur des services financiers, Mabon ayant commencé sa carrière de conseiller en 2009 et Deal entrant dans l'industrie la même année.
Raymond James Financial Services (NYSE: RJF) begrüßt Finanzberater Aaron Mabon und Summer Deal im unabhängigen Beraterkanal. Das Duo, das als True North Wealth Advisors in LaGrange, Georgia, tätig ist, verwaltete zuvor rund 190 Millionen Dollar an Kundengelassets bei Commonwealth Financial Network.
Das Team, zu dem auch die Office Managerin Lisa Ray gehört, bringt zusammen 33 Jahre Erfahrung in der Ruhestandsplanung und Vermögensverwaltung mit. Ihre Kundenbasis umfasst Unternehmer, Fraueninvestoren und Vorruheständler. Beide Berater verfügen über umfassende Branchenerfahrung, wobei Mabon seine beratende Karriere im Jahr 2009 begann und Deal im selben Jahr in die Branche einstieg.
رحّبت خدمات Raymond James المالية (NYSE: RJF) بمستشارين ماليين Aaron Mabon وSummer Deal في قناتها للمستشارين المستقلين. الفريق، الذي يعمل باسم True North Wealth Advisors في لاغرانج بولاية جورجيا، كان يدير سابقاً نحو 190 مليون دولار من أصول العملاء لدى Commonwealth Financial Network.
يشمل الفريق مديرة المكتب Lisa Ray، وهو يجلب معاً خبرة مشتركة تمتد لـ 33 عاماً في التخطيط للتقاعد وإدارة الاستثمارات. قاعدة عملائهم تشمل أصحاب الأعمال، والمستثمرات الإناث، والأشخاص ما قبل التقاعد. لدى كلا المستشارين خبرة واسعة في قطاع الخدمات المالية، حيث بدأ Mabon مسيرته كمستشار في عام 2009 ودخل Deal إلى الصناعة في العام نفسه.
Raymond James Financial Services (NYSE: RJF) 已欢迎金融顾问 Aaron Mabon 与 Summer Deal 加入其独立顾问渠道。两人以 True North Wealth Advisors 在乔治亚州拉格兰奇运营，此前在 Commonwealth Financial Network 管理了约 1.9亿美元的客户资产。
该团队还包括 办公室经理 Lisa Ray，合计拥有 33 年的经验，专注于退休规划和投资管理。其客户群包括企业主、女性投资者以及即将退休的人士。两位顾问在金融服务行业均拥有丰富经验，Mabon 于 2009 年 开始其顾问生涯，Deal 也是在同一年进入行业。
- None.
- None.
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
“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 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. True North Wealth Advisors is not a registered broker/dealer and is independent of Raymond James Financial Services.
Justin Mayfield Raymond James Financial 727.567.2824
FAQ
How much in assets did the new Raymond James advisor team previously manage?
Where is the new Raymond James (RJF) advisor team located?
What is the experience level of the new Raymond James advisors?
What types of clients does the new Raymond James advisor team serve?
Which firm did the new Raymond James advisors previously work for?
