CBD Wealth Management Joins Commonwealth Financial Network®
WALTHAM, MA (June 25, 2015)—Commonwealth Financial Network®, the nation’s largest privately held independent broker/dealer–RIA, today announces the addition of CBD Wealth Management of Metairie, Louisiana, to its network of independent financial advisors. Formerly affiliated with LPL Financial, partners Raymond Daigle, Jr., JD, AIF®; Robert Comeaux, Jr., JD; and Walter Bond, JD, CFP®—along with their team—bring with them more than $350 million in client assets.
CBD Wealth Management is a full-service financial advisory firm coordinating the financial affairs of a select group of families and businesses across the Gulf Coast. With a background in legal, banking, and financial services industries, the CBD Wealth Management team is uniquely qualified to create a clear strategy for pursuing clients’ financial goals.
In addition to financial planning, the firm specializes in retirement plans for businesses. Their comprehensive six-step process, “The CBD Retirement Plan Solution,” guides business owners through the benefits process in a manner that is simple, focused, and balanced. For more information, visit http://www.cbdwealth.com/.
“We are extremely pleased to welcome CBD Wealth Management to Commonwealth,” said Andrew Daniels, managing principal, business development. “This tight-knit team impressed us from the start. Not only from a business standpoint but also culturally speaking—this group adds value to our community of like-minded independent advisors. With the continued expansion of their practice, we are equipped to provide them with the integrated technology, practice management programs, support, and tools they need to fuel their growth.”
“To us, it’s all about service, and that is Commonwealth’s ultimate strength,” said Raymond “Rocky” Daigle. “Commonwealth offers our advisors and support staff the personal care and attention they need—which directly, and positively, impacts our ability to serve our clients.”
Daigle continued, “As a founding partner of CBD Wealth Management, I take great pride in the business we’ve built, and I have a stake in the growth of our practice. I am confident our affiliation with Commonwealth will give us the support we need to continue to evolve and expand our team while granting us the freedom and independence to stay true to our core.”
About Commonwealth Financial Network
Founded in 1979, Commonwealth Financial Network, member FINRA/SIPC, is the nation’s largest privately held independent broker/dealer–RIA, with headquarters in Waltham, Massachusetts, and San Diego, California. The firm supports approximately 1,600 independent advisors nationwide in serving their clients as registered representatives, investment adviser representatives, and registered investment advisers, as well as through hybrid service models. For more information, please visit www.commonwealth.com.
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