Raymond James is proud to welcome two seasoned financial professionals, Leo Boisvert and Erik Heben, to its independent advisor channel, Raymond James Financial Services (RJFS). Together, they bring with them a wealth of experience, a deep commitment to their clients, and a team that feels more like family than colleagues.
Based in Fort Myers, Florida, Leo and Erik co-founded Private Wealth Consultants, a firm dedicated to providing holistic, personalized financial guidance. Their clientsranging from families and business owners to healthcare professionals and retirees trust them not just for investment advice, but for the kind of thoughtful, values-based planning that helps navigate life’s most important decisions.
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Leaving behind nearly two decades at Commonwealth Financial Network where they guided around $210 million in client assets Leo and Erik saw this transition as more than just a business decision; it was a natural evolution of their shared vision. Alongside them are two trusted team members: Paula Heben, Erik’s wife and the team’s Client Services Manager, and Dawn Mannina-Sanford, their dedicated Client Service Associate. Together, they form a close-knit team built on trust, collaboration, and a genuine care for the people they serve.
For Leo, the decision to join Raymond James felt like coming full circle.
“This transition is about coming home to the values of independence, integrity, and client focus that inspired me to enter this profession in the first place,” he shared. “Raymond James embodies those principles, and from the start, it felt like the right place to build the final chapter of my career.”
Leo brings over three decades of industry experience, including 18 years with Commonwealth. With an MBA in financial management and behavioral economics from Nova Southeastern University, he also holds the CIMA (Certified Investment Management Analyst) and CDFA (Certified Divorce Financial Analyst®) designations qualifications that reflect his deep expertise in handling complex financial situations.
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Erik, too, has over 30 years of industry experience, including nearly two decades at Commonwealth. A CERTIFIED FINANCIAL PLANNER professional and graduate of Kent State University, Erik continues to guide clients with a steady hand and a forward-thinking approach. His dedication to financial clarity and long-term planning aligns naturally with the Raymond James mission.
According to Todd Gartrell, Southeast Divisional Director for RJFS, “We’re excited to welcome Leo, Erik, and the Private Wealth Consultants team to Raymond James. Their client-first mindset and depth of experience are exactly what we value in our advisor community.”
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