FUNDRAISING NEWS | May 09, 2024
Raymond James recently welcomed a team of five advisors from Commonwealth Financial Network. This group, operating under the name Lightship Wealth Strategies, oversees around $800 million in client assets.
Located in Newton Lower Falls, Massachusetts, the team comprises Jonathan Wolff, Scott Schutte, Justin Turcotte, Jack Wolff, and Evan Mattern.
Each member boasts a significant background in the financial sector, highlighted by Jonathan Wolff's extensive career since 1983. He was with Commonwealth Financial Network for the last 18 years, following a 23-year stint at Northwestern Mutual Investment Services. Scott Schutte and Justin Turcotte also bring a wealth of experience and multiple industry certifications from their time at Commonwealth. Jack Wolff, who entered the financial field in 2015, previously worked with State Street Global Advisors, while Evan Mattern, the most recent addition to the industry, started in 2017.
To view the press release, click here.
John Washington is the Data Research Analyst at Dakota.
