Steward Partners June 2019 Updates

SPGA Newsletter - June 2019

Steward Partners kicked off the summer with some extraordinary momentum in June. We expanded to the Tar Heel State, added two new advisors, and received another "Best Place to Work" award. Jim Gold, our CEO, was featured in AdvisorHub where he shared what drew him to the business, how the industry has changed since he started, and more. We closed out our strong first half of the year with a $50 million minority investment from The Cynosure Group, to support our continued growth and provide partners with liquidity. Here's to another fruitful and exciting summer!
Stay tuned for more exciting news and updates about Steward Partners in the months ahead.
Steward is still growing geographically with offices expanding south and west of our original footprint. Please reach out to one of our Divisional Presidents for more information about Steward Partners!

Divisional Presidents Contact Information
Mid-Atlantic (VA, MD, DC, NC & Albany, NY)
New England

NY/NJ/CT Tri-State
Additional information or opportunities
Jim Gold, CEO
Greg Banasz, Head of Business Development

Highlights from April, May and June
  • Steward Partners received $50 million investment from Utah-Based Family Office, The Cynosure Group.
  • Steward Partners opened its 19th location and first in North Carolina.
  • William "Bill" Gold has joined our newest location in Hendersonville, NC.
  • Ronnyjane Goldsmith joins our Washington, DC branch.
  • Jim Gold, CEO of Steward Partners featured in AdvisorHub interview with Tony Sirianni.
  • Steward Partners is recognized as a Best Place to Work for the 3rd year in a row by the Washington Business Journal
  • Check out what's so special at Steward Partners with the addition of the new Recognition page on our company website
  • 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
Steward Partners Continues 2019 Growth with Two New Advisors, New Office
New Advisors from UBS and Morgan Stanley bring $195 Million in Assets

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Seven Questions With Tony Sirianni: Steward Partners' CEO, Jim Gold
AdvisorHub's CEO Tony Sirianni sat down with Jim Gold, CEO of Steward Partners, and talked about the industry.
Steward Partners announced that it has been recognized as a winner in the 2019 Greater Washington Area Best Places To Work list, an annual awards program presented by the Washington Business Journal.

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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 |

Albany, NY
Andover, MA
Baltimore, MD
Bethesda, MD
Boston, MA
Clearwater, FL
Dallas, TX
Florham Park, NJ
Hendersonville, NC
Houston, TX
Keene, NH
Manchester, NH
New York, NY
Newtown, CT
Paramus, NJ
Plymouth Meeting, PA
Portland, ME
Portsmouth, NH
Richmond, VA
Washington, DC


All recognition award information can be found on Steward Partners' website at
Links to third-party websites are being provided for information 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.
Steward Partners Global Advisory and The Cynosure 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.
Washington Business Journal BPTW: This honor is not awarded based on investment advisory services rendered. The ranking may not be representative of any one client's experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.