Steward Partners April 2019 Updates

SPGA Newsletter - April 2019

Steward Partners kicked off 2019 with a strong first quarter featuring a number of hires and new offices. We continued our strong recruiting momentum from 2018 by adding 9 new wealth managers across the country and establishing two new locations in Maine and Texas - our 17th and 18th, respectively - to serve more clients nationwide. Our positive work culture and team-based approach were recognized by InvestmentNews on their 2019 Best Places to Work for Financial Advisers list, highlighting firms that "empower employees to provide clients with the best possible investment and financial planning advice." We closed out the quarter with a $50 million investment in the company from industry-leading investment firm The Cynosure Group, enabling us to provide our equity-holding partners with liquidity. More details below:
 
Stay tuned for more exciting news and updates about Steward Partners in the months ahead.

Highlights from January, February and March
       
  • Steward Partners received $50 million investment from Utah-Based Family Office, The Cynosure Group.
  • Steward Partners CEO, Jim Gold, was featured on Mindy Diamond's monthly podcast highlighting the success and future prospects for the firm.
  • Steward Partners Named a 2019 Best Places to Work for Financial Advisers by InvestmentNews Steward Partners has joined the Inc. 5000, ranking 544th in Inc. Magazine's prestigious list of the nation's fastest-growing private companies.
  • Opened our 17th office in Portland, ME with the addition of Ralph Good, CFP®, James Nylund, CFP® and Adam Dunbar.
  • Timothy Davis, CFP®, Peter Frisch, CFP® and Todd Hoffman, CFP® were featured in Forbes' 2019 Best-in-State Wealth Advisors List.
  • Opened our 18th office in Dallas, TX with the addition of the Diamond & Bottenfield Private Wealth Management Team.
  • The Carrigg Wealth Management Group joined our Portsmouth, NH office.
  • Nicholas Fiegoli and Dennis Reynolds join our New York City and Paramus, NJ offices respectively.
  • As we continue to expand in existing and new markets, we're always on the lookout for more talent. Learn about NEW career opportunities at Steward Partners at http://www.stewardpartners.com/careers.29.html
  • Follow us on Facebook at www.facebook.com/StewardPartnersGlobalAdvisoryLLC.
  • For more information and monthly updates, visit our new website at  www.stewardpartners.com or connect with us on LinkedIn.com 
 
For more information please call Greg Banasz at 202-930-6008 or email at greg.banasz@stewardpartners.com.

SPGA in the News
Steward Partners Kicks Off 2019 with New Office and Advisors in Maine
 
Office is the Firm's 17th Location Nationwide: Advisors Joining from Wells Fargo Bring   $338 Million  in Assets

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Steward Partners Featured in Forbes' 2019 Best-in-State Wealth Advisors List
 
Steward Partners  announced that three of their advisors have been included in  Forbes latest annual state-by-state ranking of financial advisors.
Steward Partners opens 18th office, hires $283M Morgan team
 
Steward Partners recruited a $283 million team from Morgan Stanley to open a new office in Dallas, according to the independent the firm affiliated with Raymond James.

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Steward Partners Recapitalizes, Gets $50 Million from Private Equity Firm
 
Steward Partners, a Washington D.C.-based independent firm founded in 2013, has recapitalized with a $50 million investment from The Cynosure Group, according to Jim Gold, Steward's chief executive.
A Best-of-All-Worlds Model: Full-Service Independence with Equity Upside     
 
A Conversation with Jim Gold, CEO and Founding Partner of Steward Partners.
 
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Steward Adds Merrill Team in New Hampshire     
 
The partnership, which is associated with Raymond James, announces its latest recruiting news just a week after it opened a branch in Dallas. 
 
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Steward Partners adds $217m with UBS, Wells breakaways
 
UBS' Nick Fiegoli and Wells Fargo's Dennis Reynolds have joined the hybrid RIA.
 
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Steward Partners Named a 2019 Best Places to Work for Financial Advisers by InvestmentNews
 
Steward Partners was chosen as one of this year's top-75 based on employer and employee surveys delving into everything from company culture and benefits to career paths.
 
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Steward Partners Secures Minority Equity Investment from Cynosure Group
 
Leading Independent Wealth Advisory Firm to Continue Growing its Nationwide Footprint. Shareholders and Partners to Receive Equity Payouts, Dividends.
 
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Steward Partners Global Advisory LLC | www.stewardpartners.com

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Steward Partners Global Advisory, The Cynosure Group, The Diamond & Bottenfield Private Wealth Management Team, The Carrigg Wealth Management Group maintain a separate professional business relationship with, and our registered professionals offered securities through, Raymond James Financial Services, Inc. Member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC.
 
This ranking is not indicative of any advisor's future performance, are not an endorsement, and may not be representative of individual clients' experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with InvestmentNews or Best Companies Group.


 
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