Raymond James welcomes Connecticut advisor team managing over $300 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed a team of three financial advisors in Wallingford, Connecticut, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast divisional director for RJFS.
Jeremy Lobo, Chris Pascale and Michael “Mike” Mendillo arrive from Commonwealth Financial Network, where they managed over $300 million in client assets. As Lobo & Pascale Wealth Management, LLC, they specialize in providing retirement, estate and business planning alongside tax and risk management services to a variety of clients. They are joined by Director of Business Operations Jordan True and Client Relationship Specialist Laura Sicignano.
“Raymond James understands that forward-thinking technology and investment solutions should always serve a client’s best interests, enabling advisors to lead with integrity and impact,” said Lobo. “It’s clear the firm has invested significantly in sophisticated technology like artificial intelligence, with advisors in mind – allowing us to save time and have a greater impact on the lives of our clients.”
Lobo co-founded the practice in 2001 with Pascale and was affiliated with Commonwealth for over 24 years. His professional experience is backed by a bachelor’s degree in finance from the University of Rhode Island in addition to the CERTIFIED FINANCIAL PLANNER®, Certified Fund Specialist® and Accredited Investment Fiduciary® designations.
“Our decision to join Raymond James was driven by a shared philosophy in putting clients first, supported by a platform that puts this into practice,” said Pascale. “With access to advanced technology and high-net-worth expertise, we can serve those who trust us with their financial future in a more sophisticated manner.”
As a CERTIFIED FINANCIAL PLANNER® professional, Pascale brings more than 30 years of industry experience to their role as co-owner and founder of the practice. He earned a master’s degree in business administration from New York University’s Stern School of Business alongside the CERTIFIED FINANCIAL PLANNER®, Certified Investment Management Analyst® and Accredited Investment Fiduciary® designations.
Mendillo is a CERTIFIED FINANCIAL PLANNER® professional who earned an undergraduate degree from Roger Williams University’s Gabelli School of Business. In addition to his education and designation, he brings over 24 years of financial services industry experience to his role as wealth advisor at the practice.
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 $1.64 trillion as of June 30, 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. Lobo & Pascale Wealth Management, LLC, is not a registered broker/dealer and is independent of Raymond James Financial Services.
Raymond James and its advisors do not offer tax or legal advice. You should discuss any tax or legal matters with the appropriate professional.
Certified Financial Planner Board of Standards, Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER®, and CFP® (with plaque design) in the United States, which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.