Raymond James Welcomes New Advisors to LaGrange Office

News Summary

Raymond James Financial Services has announced the addition of financial advisors Aaron Mabon and Summer Deal to its independent advisor channel in LaGrange, Georgia. Operating under True North Wealth Advisors, they bring a combined experience of 33 years and approximately $190 million in client assets. Their mission focuses on retirement planning and investment management tailored to specific client demographics. This move highlights Raymond James’s strategic recruitment efforts following recent industry changes, aiming to enhance its competitive position.

LaGrange, Georgia – Raymond James Financial Services (RJFS) has announced the addition of financial advisors Aaron Mabon and Summer Deal to its independent advisor channel, further enhancing its reach in the financial advisory industry. This new development was confirmed by Todd Gartrell, the Southeast division director for RJFS.

Mabon and Deal, who will operate under the name True North Wealth Advisors, have relocated their practice to LaGrange, Georgia, from Commonwealth Financial Network. Alongside their office manager, Lisa Ray, they bring with them a notable track record, having managed approximately $190 million in client assets prior to their transition to RJFS.

The duo possesses a combined experience of 33 years in the financial advisory sector. They specialize in crucial areas such as retirement planning and investment management, with a focused approach towards serving specific client demographics, including business owners, women investors, and pre-retirees. Their mission is oriented towards empowering clients on their journey to financial freedom through personalized services and tailored financial strategies.

Aaron Mabon began his career in advisory services in 2009, transitioning from a role as a sales manager. He has dedicated the last twelve years to his previous firm prior to joining RJFS and holds a bachelor’s degree in finance from Mercer University. His partner, Summer Deal, also entered the financial services industry in 2009 and formalized her advisory career in 2010. Deal earned a bachelor’s degree in business, focusing on finance, from Auburn University.

Raymond James Financial Services, as a member of FINRA/SIPC, provides a robust range of investment and wealth planning-related services to independent financial advisors across the United States. The firm currently manages total client assets amounting to approximately $1.65 trillion as of the end of July 2025.

The acquisition of Commonwealth Financial Network by LPL Financial has increased the competitive dynamics within the financial advisory sector. In the wake of these changes, Raymond James has strategically intensified its recruitment efforts to attract advisors from Commonwealth, successfully onboarding multiple teams that manage substantial assets.

In just a month, Raymond James has made nine announcements regarding recruitment efforts of former Commonwealth advisors, collectively managing over $2.4 billion in client assets. This recruitment surge is indicative of Raymond James’s proactive strategy during a time of increased competition for financial advisors.

The firm has been adjusting its offerings, including raising bonuses to attract advisers transitioning from Commonwealth. This aggressive recruitment campaign over the summer of 2025 reflects Raymond James’s comprehensive approach to bolstering its independent advisor channel amidst a growing industry landscape.

Through these strategic moves, Raymond James continues to expand its capabilities in providing financial guidance and investment management while catering to the diverse needs of its clientele.

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