Raymond James Welcomes Ohio Financial Advisors Managing $305 Million in Assets

Rhea-AI Summary

Raymond James (NYSE: RJF) has expanded its independent advisor channel by welcoming financial advisors Stew Flaherty and Tami Colvin to Raymond James Financial Services (RJFS). The team, operating as FlahertyColvin in Westerville, Ohio, previously managed $305 million in client assets at Commonwealth Financial Network.

The advisors bring significant experience, with Flaherty having over 50 years in the industry and Colvin bringing 35 years of experience. Their practice specializes in serving business owners, families, retirees, and women investors. The team includes three additional staff members and brings multiple professional certifications to Raymond James.

Positive

• Addition of experienced team managing $305 million in client assets
• Expansion of presence in Ohio market
• Strategic acquisition of advisors with specialized client focus

Negative

• None.

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St. Petersburg, Fla., Aug. 27, 2025 (GLOBE NEWSWIRE) -- Raymond James (NYSE: RJF) recently welcomed financial advisors Stew Flaherty, AIF®, ChFC®, CLU®, CRC®, and Tami Colvin, CFP®, CRC®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to David Sisemore, Midwest divisional director for RJFS. 

The duo arrives from Commonwealth Financial Network where they managed approximately $305 million in client assets. Operating as FlahertyColvin in Westerville, Ohio, they provide holistic financial planning and guidance to a variety of clients, specializing in business owners, families and individuals, retirees and pre-retirees and women investors. They are joined by Registered Service Representative Lia Casino, CRC®, and Client Services Associates Erin Bäby and Tamara Adams. 

“Raymond James shares our deep commitment to doing what’s right for clients,” said Flaherty. “The firm’s culture aligns with ours in that we value relationships, focus on the long-term and put people first. We’ve found a true home here.” 

Flaherty brings more than 50 years of industry experience, most recently through affiliation with Commonwealth since 2013. He is an Accredited Investment Fiduciary®, Certified Retirement Counselor®, Chartered Financial Consultant® and Chartered Life Underwriter®.    

Colvin served at Commonwealth for 12 years and brings more than 35 years of industry experience to her role as president. She holds the CERTIFIED FINANCIAL PLANNER® and Certified Retirement Counselor® 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 $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. FlahertyColvin 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

FAQ

How much in assets did the new Raymond James (RJF) financial advisors manage at their previous firm?

The financial advisors managed approximately $305 million in client assets at Commonwealth Financial Network before joining Raymond James.

Who are the financial advisors that joined Raymond James (RJF) in Ohio?

Stew Flaherty and Tami Colvin, along with their team operating as FlahertyColvin in Westerville, Ohio, joined Raymond James Financial Services.

What experience do the new Raymond James (RJF) advisors bring to the firm?

Stew Flaherty brings over 50 years of industry experience, while Tami Colvin has 35 years of experience. Both hold multiple professional certifications.

What types of clients does the new FlahertyColvin team at Raymond James (RJF) serve?

The team specializes in serving business owners, families and individuals, retirees and pre-retirees, and women investors.

Which Raymond James division did the new financial advisors join?

The advisors joined Raymond James Financial Services (RJFS), which is the firm's independent advisor channel.