Raymond James welcomes Massachusetts financial advisor team managing over $660 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed six financial advisors from Pioneer Valley Financial Group in Ludlow, Massachusetts, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
The group is led by Managing Partner Edward Sokolowski, CFP®, AIF®, CLU®, ChFC®, and provides holistic financial planning and guidance to a variety of clients including families, individuals, business owners and retirees. They arrive from Commonwealth Financial Network where they managed over $660 million in client assets.
“Raymond James shares my commitment to putting clients first while providing the resources and stability to address even the most complex financial needs,” said Sokolowski. “That alignment allows us to provide clients with quality service while staying rooted in our community.”
Sokolowski affiliated with Commonwealth Financial Network in 1999 and has over 33 years of industry experience. In addition to being a CERTIFIED FINANCIAL PLANNER® professional, he holds a bachelor’s degree in science with a concentration in finance from the Massachusetts College of Liberal Arts alongside the Accredited Investment Fiduciary®, Certified Life Underwriter® and Chartered Financial Consultant® 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 $1.69 trillion as of Aug. 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. Pioneer Valley Financial Group 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.