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Happy New Year from all of us at Steward Partners. As we look back on 2017, we are delighted to report that the firm set records in new partners, recruiting and year-over-year growth. Over the course of the year, we welcomed 30 new wealth managers, opened four new branch offices and received positive attention from the financial industry media. As a result, we are now seeing increased interest in the Steward Partners opportunity across multiple regions. Our existing branches are filling up fast, and new locations are on the horizon for 2018. We have already mapped out the first quarter of the year with new commits and expansion plans, and the second quarter promises to be just as active.
Steward Partners continues to focus on one key principle, attract great people who happen to run a great business. Our partners have a voice in the direction and strategy of the company, which in turn allows them to focus on serving the best interests of their clients and their communities. With the new year in front of us, we are grateful for all that our partners have accomplished, and together we look forward to another remarkable and successful year.
- Welcomed over 80 new Steward Partners
- Added nearly $3.5 billion in assets under management from prior firms
- Opened four new locations: Clearwater, Fla., Boston, Mass., Baltimore, Md., and Paramus, N.J.
- Announced Stuart McFarland as new Board Member
- Steward Partners featured on the cover of Financial Planning Magazine in August
- Celebrated our fourth anniversary in October
- Welcomed George Way as Chief Financial Officer
- Held our first annual company symposium in November at the National Harbor in Oxon Hill, Md.
- Created two partner councils: the Advisor and Client Administrative Manager councils
- Steward Partners named "Best Place to Work" by Washington Business Journal in the medium-sized company category
Highlights from December:
- Another impressive addition to the leadership team - Chris Barton joined from Morgan Stanley as Divisional President in Texas
- Welcomed David Bernacchia and Darren DeQuatro to the New York City branch
- Finished 2017 with over $25 million recruited revenue and nearly $3.5 billion in assets from prior firms
- See our "Did You Know?" section below for details about Steward Partners Investment Advisory
- 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
Did you know?
Steward Partners' RIA eclipses $3.5 billion in assets:
The Steward Partners Registered Investment Advisory arm has over $3.5 billion in assets under management. In the rapidly changing financial services landscape, having the flexibility to utilize a traditional brokerage model or advisory platform is crucial to any firm's success. Offering multiple options to manage wealth and having a diverse service model to complement each partner's practice is a powerful formula. Having an RIA within a traditional brokerage model is a game changer for our partners.
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Steward Partners Continues to Attract Top C-Suite Talent, Adds Stuart A. McFarland, Former CFO of Fannie Mae, to Board of Directors
Steward Partners Holdings, LLC (Steward), the holding company for Steward Partners Global Advisory, announced today that
Stuart A. McFarland, has joined as the ninth member of the firm's board of directors.
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Morgan Stanley Complex Manager in Dallas Jumps to RayJay Firm
A former Morgan Stanley complex manager in Dallas has left to join Steward Partners, a fast-growing registered investment advisor affiliated with Raymond James.
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Steward Partners and Raymond James Land High-Profile UBS Team in New York City
Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that David Bernacchia, Managing Director, and Darren DeQuatro, Senior Vice President, have joined Steward Partners' New York City office from UBS, where they managed approximately $250 million in client assets, and had annual revenue of $2 million. Year to date, Steward Partners has added nearly $3.5 billion in recruited assets under management and 30 new wealth managers.
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Albany, NY
Andover, MA
Baltimore, MD
Bethesda, MD
Boston, MA
Clearwater, FL
Keene, NH
Manchester, NH
New York, NY
Paramus, NJ
Portsmouth, NH
Washington, DC
Links to third-party websites are being provided for informational purposes only. Raymond James is not affiliated with and does not endorse, authorize, or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website's users and/or members. Stuart McFarland is not affiliated with Raymond James.
Steward Partners Global Advisory maintains 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.
Best Places to Work is an innovative publication and awards program produced by the Washington Business Journal. The rankings were determined by surveys that went directly to employees who answered a series of questions. The ranking found companies in the region whose employees rate them as the highest on such values as fun, collaborative culture, solid compensation and benefits offerings and other amenities as well as management practices. Raymond James is not affiliated with Washington Business Journal.
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