Haba Sherry Wealth Management Joins Raymond James — Built for More
Haba Sherry Wealth Management transitions to Raymond James, marking a significant expansion of the firm's capabilities and resources. The move enables the team to offer enhanced services to their clients while maintaining their independent advisory approach.
Filed by Winthrop & Co.
A Strategic Partnership for Growth
Haba Sherry Wealth Management has joined Raymond James, a prominent financial services firm. This transition represents a pivotal moment for the wealth management practice, allowing principals Craig Haba and Benjamin Sherry to expand their service offerings while preserving their core values and client relationships.
Enhanced Capabilities
The partnership with Raymond James provides Haba Sherry with access to institutional resources, advanced technology platforms, and expanded product offerings. This infrastructure enables the team to better serve their client base across various financial planning and investment management needs.
Continuity and Vision
Despite the organizational change, the advisory team remains committed to the personalized, relationship-focused approach that has defined their practice. The move represents an evolution rather than a fundamental shift in philosophy, allowing the firm to grow while maintaining the service standards clients have come to expect.
Building for the Future
The transition to Raymond James positions Haba Sherry to pursue strategic growth initiatives and expand their team. This development reflects confidence in the market and a commitment to scaling their operations sustainably for long-term success.
Filed
April 29, 2026