Raymond James has recently made an exciting announcement regarding the addition of Gino P. Molettieri as a wealth advisor to Raymond James Financial Services (RJFS). This strategic move was highlighted by Alex David, the Northeast divisional director for RJFS.
Molettieri comes to RJFS with an impressive track record, having managed an extensive portfolio of $174 million in client assets at Commonwealth Financial Network. He now operates his practice under Lumen Wealth Management, located in Reading, Massachusetts. He is dedicated to providing holistic financial planning and expert guidance tailored to a wide array of clients. His specialized focus includes business owners, pre-retirees, retirees, and corporate executives, ensuring that each client receives personalized strategies tailored to their unique financial goals.
Joining him in this venture is his sister, Maria Molettieri, who takes on the role of Client Relationship Manager, helping to enhance client interactions and support.
Gino Molettieri has built a strong foundation for his practice, having founded it in collaboration with Commonwealth in 2014. With a total of 24 years of industry experience, he brings a wealth of knowledge to his advisory role. His expertise is further backed by a bachelor’s degree in economics from Northeastern University.
KEY QUOTE:
“Raymond James combines industry-leading technology with a client-first culture that enhances every interaction with our clients. The firm empowers us to deliver personalized, sophisticated planning while building lasting legacies for the people we serve.”
Gino Molettieri
