Tue. Aug 9th, 2022

WASHINGTON, October 11, 2021 / PRNewswire / -Steward Partners Global Advisory, an employee-owned, full-service management firm affiliated with Raymond James Financial Services, Inc. (member FINRA / SIPC), announces that Doug Kentfield has been promoted to president after being head of wealth management for the past two years. Together with the CEO James Gold and COO Hy Saporta, he will develop strategic initiatives based on Steward Partners’ dramatic growth trajectory.

“Doug has done a phenomenal job towards our asset management practices, and his leadership has been an integral contributor to Steward Partners’ spectacular growth over the past two years. This well-deserved publicity is a recognition of this effort,” he said. James Gold, Steward Partners Global Advisory CEO. “He has more than 30 years in the industry and an understanding of the advisory space that has proven invaluable as we implement the integration of our acquisitions of Umpqua Investments, where its advisors further represent $ 3.4 billion in assets. “

“I am deeply honored by this recognition and appreciate all the support I have received from our advisory partners and our internal staff,” he said. Doug Kentfield. “It is truly the collective efforts of all of us that have made Steward Partners the strength of the industry as it is today. I look forward to working closely with Jim Gold and COO Hy Saporta to see Steward Partners reach its full potential. “

Doug Kentfield started his career as a financial adviser at the EC Hutton, then spent 12 years with Smith Barney as branch manager, regional director and divisional director. Following Smith Barney’s acquisition of Morgan Stanley in 2009, he successfully merged the two asset management organizations into a single culture and platform, while generating revenue and profitability. Prior to joining Steward Partners, Doug served as a senior advisor to NextShares Solutions, LLC.

Steward Partners Investment Advisory has been one of the fastest growing RIA companies since its launch in 2016 and in less than five years was named # 20 on Barrons Top 100 RIA Firm List for 2021. Steward Partners also had seven advisory partners named to Forbes 2021 List of best-in-state wealth counselors, an annual ranking that focuses on more than 5,000 counselors who are surveyed, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria. The company was also chosen as one of the best workplaces by Washington Post and named to the list of best places to work in the Greater Washington Area in 2021, an annual award program presented by Washington Business Journal, marking the fifth year in a row the company has received this honor.

About Steward Partners Global Advisory

With offices in Newtown, CT, Washington DC, Clearwater, FL, And over and Boston, MA, Baltimore and Bethesda, MD, Portland, ME, St. Louis, MO, Hendersonville, NC, Keene, Manchester and Portsmouth, NH, Paramus and Morristown, NJ, Albany and New York City, NEW, Conshohocken, PA, Austin, Dallas and Houston, TX, McLean, McLean II, Norfolk and Richmond, VA, and Mequon, WI. Steward Partners Global Advisory, LLC, is an employee-owned, independent, full-service partnership that takes care of family, institutional, and multigenerational wealth. For more information, visit us at www.stewardpartners.com.

About Raymond James Financial Services, Inc.

Raymond James Financial Services, Inc. is a financial services firm that supports independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., a member of FINRA / SIPC, has provided a wide range of investment and asset planning related services through its subsidiary, Raymond James & Associates, Inc., a member of the New York Stock Exchange / SIPC. Both brokers / dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,400 financial advisors throughout the United States, Canada and abroad. The total client assets are approximately $ 1.18 trillion per. 7/31/21

Steward Partners Holdings, Steward Partners Global Advisory, LLC maintains a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc., member of FINRA / SIPC. Investment advice is offered through Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Free: (844) 801-8268.

Barrons Top 100 RIA Companies, 2021. Barrons is a registered trademark of Dow Jones & Company, LP All rights reserved. Participation in this ranking is by invitation only and limited to companies that meet the minimum eligibility requirements. About 200 companies were nominated, of which 100 were ranked. Participating companies were evaluated and ranked on a wide range of quantitative and qualitative data, including assets monitored by the company, revenue generated by the company, level of technology costs, number of customers, staff size, diversity across employees and placement of an inheritance plan. The ranking may not be representative of a client’s experience, is not an endorsement and is not indicative of the advisor’s future performance. Neither Raymond James nor any of its financial advisors pay a fee in exchange for this price / rating. Barron’s is not affiliated with Raymond James.

2021 Washington Business Journal BPTW honors and the Washington Post’s Top Workplace Awards are not awarded based on investment advisory services. This ranking is not an indication of the advisor’s future performance, is not an endorsement and may not be representative of the experience of individual clients. Raymond James is not affiliated with the Washington Business Journal or the Washington Post.

That Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly obtained through telephone and personal due diligence interviews and quantitative data. The consultants considered have at least seven years of experience and the algorithm weights factors such as revenue trends, assets under management, compliance records, industry experience and those that include best practices in their practice and approach to working with clients. Portfolio performance is not a criterion due to varying customer targets and lack of revised data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking does not indicate the consultant’s future results, is not an endorsement and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA companies pay a fee in exchange for this price / rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Visit https://www.forbes.com/best-in-state-wealth-advisors for more information.

Media contact:

Michaela moral




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SOURCE Steward Partners Global Advisory

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