Steward Partners August 2018 Updates

August 2018 Updates

From all of us at Steward Partners, we hope you had a pleasant, relaxing and enjoyable summer. These last few months have certainly been busy for the firm and August was no exception. At the beginning of the month, Steward announced that Charlie Johnston, ex-CEO of Smith Barney, joined the firm's board of directors. Inc. Magazine ranked Steward Partners 544th in this year's list of the nation's 5000 fastest-growing private companies. In addition, the firm is excited to welcome its newest partners, who have joined Steward in northern New Jersey.
As we look ahead to Q4 and 2019, the firm is excited to continue the growth and momentum we've generated over the first half of this year, and we're looking forward to sharing many more exciting news in the coming months.

Highlights from August
  • Industry titan, and prior CEO of Smith Barney, Charlie Johnston, has joined the board of directors at Steward Partners.
  • Steward Partners has joined the Inc. 5000, ranking 544th in Inc. Magazine's prestigious list of the nation's fastest-growing private companies
  • Welcomed Jim Galbraith and Corrado Spezzacatena as new partners in Morristown, NJ.
  • Rodger A. Friedman, an advisor in our Bethesda, Maryland branch has recently published his fourth book, "Parent's Guide to Your Child's Retirement: 21 Thought-Provoking Conversations to Have with Your Adult Children."
  • 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
  • Follow us on Facebook at
  • For more information and monthly updates, visit our new website at or connect with us on 
For more information please call Greg Banasz at 202-930-6008 or email at

SPGA in the News
Ex-Smith Barney CEO Johnston's New Gig
A $10-billion-AUM independent firm based in Washington, D.C. is adding a real ringer to its board of directors: Charlie Johnston, the former CEO of Smith Barney and president of Morgan Stanley Smith Barney.

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How a Veteran Advisor Went Indie and Boosted His Assets 20%
Longtime wirehouse advisor Tim Davis tells ThinkAdvisor what he thinks is the key to a successful transition to independence.
Charles Johnston on Wirehouses' Challenges
When I interviewed Charles Johnston last week about his joining the board of Steward Partners Global Advisory, I couldn't pass up the opportunity to ask him about the breakaway broker movement.

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Steward Partners and Raymond James Continue New Jersey Expansion with Two New Advisors
The Incoming Former Wells Fargo advisors will join Steward's Morristown, New Jersey Office
Financial advice's shifting landscape     
Independent wealth management firms gain ground.
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Steward Partners Joins the Prestigious Inc. 5000 for the First Time 
Inc. Magazine Selected Steward Partners for its 37th Annual List of America's Fastest-Growing Private Companies.
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Companies on the 2018 Inc. 5000 are ranked according to percentage revenue growth from 2014 to 2017. To qualify, companies must have been founded and generating revenue by March 31, 2014.They must be U.S.-based, privately held, for-profit, and independent--not subsidiaries or divisions of their companies--as of December 31, 2017. (Since then, some on the list have gone public or been acquired.) The minimum revenue required for 2014 is $100,000; the minimum for 2017 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. Note: Growth rates used to determine company rankings were calculated to two decimal places. There were two ties on this year's Inc. 500; the common with more revenue were placed higher. This award is bestowed by an independent third party not affiliated with Raymond James. Raymond James has not paid a fee in exchange for this award. This recognition is not indicative of future performance, is not an endorsement, and may not be representative of individual clients' experience.
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