Raymond James welcomes Massachusetts advisor managing over $120 million in assets
ST. PETERSBURG, Fla. – Raymond James recently welcomed financial advisor Craig Slater, MBA, CPWA®, CEPA®, to Raymond James Financial Services (RJFS) – the firm’s independent advisor channel – according to Alex David, Northeast division director for RJFS.
Slater arrives from Morgan Stanley where he managed over $120 million in client assets and joins the established North Atlantic Investment Partners team based in Newton Lower Falls, Massachusetts. He specializes in guiding business owners, corporate executives, entrepreneurs and professional athletes and their families through the complexities that tend to go hand-in-hand with significant wealth.
“I am now in an ideal position to combine my wealth management training and experience with the ultra-high-net-worth capabilities found at Raymond James to deliver advice tailored to my clients’ complex needs,” said Slater. “Additionally, the culture of advocacy and effective collaboration found at the firm enables me to develop deeper connections with clients and provide actionable guidance that drives financial goals.”
Slater earned a bachelor’s degree in international relations and French from Tufts University and an MBA from New York University. His 21 years of financial services industry experience include working in investment banking, private equity and wealth management. He holds the Certified Private Wealth Advisor® and Certified Exit Planning Advisor 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 $1.65 trillion as of July 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. North Atlantic Investment Partners is not a registered broker/dealer and is independent of Raymond James Financial Services.