Raymond James welcomes advisors managing over $200 million in Boston, Massachusetts
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Craig Haba and Benjamin Sherry to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – in Boston, Massachusetts, according to Ted Desautels, Northeast assistant division director for RJFS.
The team arrives from Northwestern Mutual Investment Services where they managed over $200 million in client assets. As Haba Sherry Wealth Management (HSWM), based in Boston's Financial District, they provide holistic financial planning and guidance to a variety of clients, specializing in corporate executives, business owners and families. They are joined by wealth planning strategist Michael DiFillippo, CFP®, client services associate Caroline Laird and client relationship consultant Joshua Ruthfield.
"Over time, our client conversations have evolved well beyond traditional investment management," said Haba. "We're helping clients navigate some of the most important moments in their lives. Raymond James gives us the platform to deliver broader capabilities in a more integrated way while preserving the independence and trust that defines how we work with our clients."
A CERTIFIED FINANCIAL PLANNER® professional, Haba began his financial services career in 2013 and joins RJFS after 12 years at his previous firm. His experience is backed by the Retirement Income Certified Professional® and Certification in Long-Term Care® professional designations.
"Raymond James offers the scale of a major institution with a strong planning-first philosophy," said Sherry. "The access to a broad range of independent resources and solutions across private banking and capital markets allows us to build truly customized strategies for clients with evolving needs. We're excited about the opportunities this next chapter creates for the clients and families we serve."
Sherry joined the HSWM team in 2015 and is a CERTIFIED FINANCIAL PLANNER® professional. He holds the Wealth Management Certified Professional®, Certified Life Underwriter® and Chartered Financial Consultant® professional 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 $1.83 trillion as of Feb. 28, 2026. 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. Haba Sherry Wealth Management 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.