Raymond James welcomes Connecticut financial advisors managing $411 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisors Tom Hine, CFP®, CFS®, Jordan Hickey, CFP®, AIF®, Kelsey Conklin, CFP®, and Michael Nicoletti, CFP®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
The team joins from Commonwealth Financial Network, where they previously managed approximately $411 million in client assets. Operating as Capital Wealth Management with offices in Glastonbury, Connecticut, and Wilton, Connecticut, they provide personalized and proactive financial planning and wealth management to a variety of clients, specializing in families and individuals, retirees and pre-retirees and women investors. They are supported by Marketing Coordinator Kelly Gallivan, Administrative Assistant Laura Hunniford and Client Services Associate Tim Rhouddou.
“Joining Raymond James was a natural progression for our team, given the strong alignment in culture and long-term vision,” said Hine. “The firm’s advanced technology platform equips us with new tools to help clients plan for every phase of life. We were also drawn to its acquisition planning resources, which offer valuable support for teams like us who are looking to grow and connect with advisors considering their own next phase of life.”
Hine, who founded Capital Wealth Management in 2001, has 35 years of experience in the financial services industry. He spent 14 years at Commonwealth before transitioning to Raymond James and is a CERTIFIED FINANCIAL PLANNER® professional and a Certified Fund Specialist®.
Hickey started at Capital Wealth Management as an intern in 2007 before joining full time in 2009. Now a partner with Hine, he holds the CERTIFIED FINANCIAL PLANNER® and Accredited Investment Fiduciary® credentials.
Conklin also joined Capital Wealth Management as an intern before joining full time and becoming a financial advisor. She is a CERTIFIED FINANCIAL PLANNER® professional and specializes in working with women investors.
Nicoletti started in a client services role at Capital Wealth Management in 2017 and is now a financial advisor. He is also a CERTIFIED FINANCIAL PLANNER® professional.
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 August 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. Capital 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.