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SPGA Newsletter - June 2019
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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)
202-930-6007
New England
617-886-8412
Southern
214-662-9411
NY/NJ/CT Tri-State
732-272-5457
Additional information or opportunities
Jim Gold, CEO
978-886-8035
Greg Banasz, Head of Business Development
202-930-6008
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.
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Ronnyjane Goldsmith
joins our Washington, DC branch.
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Steward Partners is recognized as a Best Place to Work for the 3rd year in a row by the Washington Business Journal
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- 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 [email protected].
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Steward Partners Continues 2019 Growth with Two New Advisors, New Office
New Advisors from UBS and Morgan Stanley bring $195 Million in Assets
Continue Reading
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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.
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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.
Continue Reading
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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.
Continue Reading
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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
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.
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