Raymond James Welcomes Maine Advisor Team Managing Over $350 Million in Assets
Raymond James (NYSE: RJF) has strengthened its independent advisor channel by welcoming a team from Compass Investment Management (CIM) that previously managed over $350 million in client assets at Commonwealth Financial Network. The team, operating from Lewiston and Bangor, Maine, includes four financial advisors: Gary Bragg, Colby Dionne, Daniel Espenscheid, and Michael Nerney.
The group joined Raymond James Financial Services (RJFS), citing the firm's commitment to advisor independence and comprehensive resource support as key factors in their decision. The team brings diverse expertise, with Bragg's three decades of experience leading the group, complemented by specialists in technology, financial analysis, and portfolio management.
Raymond James (NYSE: RJF) ha rafforzato il proprio canale di consulenti indipendenti accogliendo un team di Compass Investment Management (CIM) che in precedenza gestiva oltre 350 milioni di dollari di asset dei clienti presso Commonwealth Financial Network. Il team, operativo da Lewiston e Bangor, Maine, comprende quattro consulenti finanziari: Gary Bragg, Colby Dionne, Daniel Espenscheid e Michael Nerney.
Il gruppo si è unito a Raymond James Financial Services (RJFS), citando l’impegno della società per l’indipendenza dei consulenti e il supporto completo alle risorse come fattori chiave della decisione. Il team porta competenze diverse, con Bragg che vanta tre decenni di esperienza nel guidare il gruppo, arricchita da specialisti in tecnologia, analisi finanziaria e gestione del portafoglio.
Raymond James (NYSE: RJF) ha fortalecido su canal de asesores independientes dando la bienvenida a un equipo de Compass Investment Management (CIM) que anteriormente gestionaba más de 350 millones de dólares en activos de clientes en Commonwealth Financial Network. El equipo, con sede en Lewiston y Bangor, Maine, incluye a cuatro asesores financieros: Gary Bragg, Colby Dionne, Daniel Espenscheid y Michael Nerney.
El grupo se unió a Raymond James Financial Services (RJFS), citando el compromiso de la firma con la independencia de los asesores y el apoyo integral de recursos como factores clave de su decisión. El equipo aporta experiencia diversa, con Bragg al frente con tres décadas de experiencia dirigiendo el grupo, complementada por especialistas en tecnología, análisis financiero y gestión de carteras.
Raymond James (NYSE: RJF)는 Compass Investment Management (CIM) 팀을 환영하며 독립 자문 채널을 강화했습니다. 이 팀은 이전에 Commonwealth Financial Network에서 고객 자산을 3억 5천만 달러 이상 관리했습니다. Lewiston와 Bangor, Maine에서 활동하는 이 팀은 네 명의 재정 자문가로 구성됩니다: Gary Bragg, Colby Dionne, Daniel Espenscheid, Michael Nerney.
이 그룹은 Raymond James Financial Services (RJFS)에 합류했으며, 자문가의 독립성과 자원 지원에 대한 회사의 약속을 이 결정의 핵심 요소로 꼽았습니다. Bragg의 30년 간의 리더십 경험이 팀의 핵심이며, 기술, 재무 분석 및 포트폴리오 관리 분야의 전문가들이 보강합니다.
Raymond James (NYSE: RJF) a renforcé son canal de conseillers indépendants en accueillant une équipe de Compass Investment Management (CIM) qui gérait auparavant plus de 350 millions de dollars d’actifs de clients chez Commonwealth Financial Network. L’équipe, basée à Lewiston et Bangor, dans le Maine, comprend quatre conseillers financiers : Gary Bragg, Colby Dionne, Daniel Espenscheid et Michael Nerney.
Le groupe a rejoint Raymond James Financial Services (RJFS), citant l’engagement de la firme envers l’indépendance des conseillers et le soutien complet des ressources comme facteurs clés de leur décision. L’équipe apporte une expertise diversifiée, Bragg fort de trois décennies d’expérience à la tête du groupe, complétée par des spécialistes en technologie, en analyse financière et en gestion de portefeuille.
Raymond James (NYSE: RJF) hat seinen Kanal für unabhängige Berater gestärkt, indem es ein Team von Compass Investment Management (CIM) willkommen hieß, das zuvor bei Commonwealth Financial Network mehr als 350 Millionen Dollar an Kundenvermögen verwaltete. Das Team mit Sitz in Lewiston und Bangor, Maine, umfasst vier Finanzberater: Gary Bragg, Colby Dionne, Daniel Espenscheid und Michael Nerney.
Die Gruppe trat Raymond James Financial Services (RJFS) bei und verwies auf das Engagement des Unternehmens für die Unabhängigkeit der Berater und umfassende Ressourcenunterstützung als Schlüsselfaktoren ihrer Entscheidung. Das Team bringt vielfältige Expertise mit, wobei Bragg drei Jahrzehnte Führungserfahrung anführt, ergänzt durch Spezialisten in Technologie, Finanzanalyse und Portfoliomanagement.
Raymond James (NYSE: RJF) عززت قناتها المستقلة للمستشارين باستقبال فريق من Compass Investment Management (CIM) الذي كان يدير في السابق أكثر من 350 مليون دولار من أصول العملاء في Commonwealth Financial Network. الفريق، الذي يعمل من ليوستن وبانغور بولاية مين، يضم أربعة مستشارين ماليين: Gary Bragg وColby Dionne وDaniel Espenscheid وMichael Nerney.
انضم الفريق إلى Raymond James Financial Services (RJFS)، حيث ذكر الالتزام بالشركة تجاه استقلالية المستشارين والدعم الشامل للموارد كعوامل رئيسية في قرارهم. يجلب الفريق خبرة متنوعة، مع Bragg الذي يقود المجموعة ولديه ثلاثة عقود من الخبرة، إلى جانب متخصصين في التكنولوجيا والتحليل المالي وإدارة المحافظ.
Raymond James (NYSE: RJF) 通过欢迎来自 Compass Investment Management (CIM) 的团队，强化了其独立顾问渠道。该团队此前在 Commonwealth Financial Network 管理的客户资产超过 3.5 亿美元。团队以缅因州的 Lewiston 与 Bangor 为基地，成员包括四位理财顾问：Gary Bragg、Colby Dionne、Daniel Espenscheid 和 Michael Nerney。
该团队加入 Raymond James Financial Services (RJFS)，并表示公司对顾问独立性的承诺及全面资源支持是他们决定的关键因素。Bragg 拥有三十年的领导经验，团队还拥有在科技、金融分析和投资组合管理方面的专家，带来多元化的专业能力。
- Addition of team managing $350 million in client assets strengthens Raymond James' presence in Maine
- Expansion of independent advisor channel with experienced professionals
- Strategic market expansion in the Northeast region
- None.
Insights
Raymond James strengthens Northeast presence by adding advisors managing $350M, boosting its independent channel growth strategy.
Raymond James has successfully recruited a four-advisor team from Commonwealth Financial Network that manages over
The acquisition of the Compass Investment Management team represents a meaningful expansion of Raymond James' advisor network in the Northeast region. While
The team composition reveals an interesting strategic element: it includes both veteran leadership (Gary Bragg with 30+ years experience) alongside newer advisors like Dionne (joined the industry in 2023) and Espenscheid (became an advisor in 2024). This multi-generational approach allows Raymond James to secure both immediate asset management revenue while developing longer-term succession continuity.
This recruitment highlights Raymond James' continued execution of its growth strategy in the independent channel, where advisors operate their own practices while leveraging the firm's platform and resources. The independent model generally offers higher payouts to advisors but requires them to manage their own expenses, making it an attractive recruiting ground for firms seeking established advisors with stable client bases.
The team's stated reason for the move - seeking independence while accessing sophisticated resources - aligns with the value proposition Raymond James has been cultivating in its independent channel, suggesting their recruiting messaging is resonating with their target advisor demographic.
St. Petersburg, Fla., Sept. 25, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed four financial advisors from Compass Investment Management (CIM) to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
The group operates office locations in Lewiston and Bangor, Maine, and includes advisors Gary Bragg, Colby Dionne, Daniel Espenscheid and Michael Nerney, along with Registered Broker Assistants Peggy Kennedy and Melissa Bernard and Office Administrator Linda Girardin. They previously managed more than
“Choosing to affiliate with Raymond James was about ensuring our independence to provide clients with the thoughtful, personal guidance they expect from our team,” said Bragg. “The firm gives us the freedom to make decisions in our clients’ best interests, while providing the right mix of sophisticated resources and support to help them pursue their goals with confidence.”
Bragg leads the CIM team with more than three decades of financial services experience. He entered the industry in 1990 with his previous firm.
Dionne serves as services manager at CIM. He interned with the group before beginning his advisory career at Equitable Advisors in 2023. He holds a bachelor’s degree in finance and financial economics from the University of Maine.
Espenscheid joined CIM in 2016, serving clients as technology director and broker assistant. He became a financial advisor in 2024 and is based in Venice, Florida, where he supports the Lewiston office.
Nerney holds a bachelor’s degree in finance and an MBA from Bentley University, as well as Master of Divinity and Doctor of Ministry degrees. He joined CIM in 2021 and provides clients with financial analysis and portfolio structure support, drawing on his background in finance, taxes and ministry.
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. Compass Investment Management is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Justin Mayfield Raymond James Financial 727.567.2824
FAQ
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