Raymond James Welcomes Georgia Advisor Duo Managing Over $190 Million

Rhea-AI Summary

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.

News Market Reaction – RJF

+0.48%

1 alert

+0.48% News Effect

On the day this news was published, RJF gained 0.48%, reflecting a mild positive market reaction.

Data tracked by StockTitan Argus on the day of publication.

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 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 $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. 

Justin Mayfield
Raymond James Financial
727.567.2824

FAQ

How much in assets did the new Raymond James advisor team previously manage?

The advisor team of Aaron Mabon and Summer Deal previously managed approximately $190 million in client assets at Commonwealth Financial Network.

Where is the new Raymond James (RJF) advisor team located?

The new advisor team operates as True North Wealth Advisors and is based in LaGrange, Georgia.

What is the experience level of the new Raymond James advisors?

The advisor team brings a combined 33 years of experience in financial services, with both Aaron Mabon and Summer Deal beginning their careers in 2009.

What types of clients does the new Raymond James advisor team serve?

The team specializes in serving business owners, women investors, and pre-retirees with retirement planning and investment management services.

Which firm did the new Raymond James advisors previously work for?

The advisors previously worked at Commonwealth Financial Network before joining Raymond James Financial Services.