Steve Doucette and Collin Habig, who managed $270 million at Edward Jones, have formed Doucette Capital and affiliated with Raymond James Financial Services.
Based in Plainville, Massachusetts, the team has been joined by Louise Boissel, their registered sales assistant.
Doucette had been affiliated with Edward Jones since 2002, while Habig started his career at Edward Jones in 2018.
With meaningful scale and growing client needs, the multibillion-dollar RIA's leader says the "time is right" to come into its own an independent private investment business.
Despite technology adding capacity, an advisor shortage is predicted.
And there's a large gap between the fears they have and the action they take.
Cautious investors are also awaiting US inflation stats.
Threat of tariffs may leave some countries with no choice.
From 'no clients' to reshaping wealth management, Farther blends tech and trust to deliver family-office experience at scale.
Blue Vault features expert strategies to harness for maximum client advantage.