WASHINGTON, November 29, 2021 / PRNewswire / – Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership affiliated with Raymond James Financial Services, Inc. (member FINRA / SIPC), continues its impressive growth in 2021 with the addition of new advisory partners in Wisconsin, New Jersey, Maine and Virginia with collective assets under management totaling more than $ 780 million during September and October.
“This has been an exciting and successful year for Steward Partners in terms of the new markets we have entered and the number of advisers we have added to our partnership, not to mention that we have added approx. $ 2.5 billion in assets under management, “said Doug Kentfield, Head of Wealth Management, Steward Partners. “Our plans for 2022 require us to continue to build on that momentum by recruiting excellent advisers around the country and entering into strategic alliances with industry giants, such as Goldman Sachs.”
The new partner teams include O’Hare Wealth Management Affiliated with Steward Partners in Mequon, Wisconsin, Stewards first team in the state. Formerly with Merrill Lynch, the five-person partnership includes CEOs / CFOs John J. O’Hare II, CFA, John “JJ” O’Hare III, CPWA®, and Gerald “Jerry” Jones and Vice President, Senior Wealth Management Associate Amanda Sachs, CHFC®, CFP® and Vice President, Client Administrative Manager Megan Roder and has more than $ 420 million in assets under management.
Another new partner team is the Ibrahim Wealth Advisory Group in Somerville, NJ, advice on customer assets of more than $ 145 million. The firm includes the father-son team of Managing Partner Robert F. Ibrahim and Partner Christopher R. Ibrahim, CFP. Rob Ibrahim | has an impressive array of certifications, including Certified Financial Planner (CFP)®), Accredited Investment Manager (AIF)®), Certified Private Wealth Advisor (CPWA®), Accredited Wealth Management Advisor (AWMA®), Chartered Retirement Planning Counselor (CRPC)®), Chartered Mutual Fund Counselor (CMFC®), and Certified Exit Planning Advisor (CEPA®). Chris Ibrahim has also achieved the common fisheries policy® designation.
Michael Nadeau, CFP® chose to join Steward Partners after spending more than 12 years at RBC Wealth Management. He is based in Portland, Maine and has more than $ 113 million in assets under management. He began his financial service career in 1995 at Fidelity Investments before moving to Merrill Lynch in 2003.
Also recently joined are Troy Barnes, Senior Vice President Wealth Manager with Steward Partners in Norfolk, Virginia. He spent the last 13 years of his career at Wells Fargo Advisors and has more than $ 103 million in client assets under management.
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 Companies List for 2021. Steward Partners also had seven advisory partners named Forbes 2021 List of Best-In-State Wealth Advisors, an annual ranking that focuses on more than 5,000 advisors who have been researched, 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 for the 2021 Greater Washington Area Best Places to Work list, an annual awards program presented by Washington Business Journal, marking the fifth year in a row that the company has been awarded 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, Morristown and Somerville, 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, full-service independent partnership dedicated to 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 company that supports independent financial advisors throughout the country. 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 company with approx. 8,400 financial advisors throughout the United States, Canada and abroad. Total client assets are approx. $ 1.18 trillion pr. 31/7/21.
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 Advisory Services 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 firms were evaluated and ranked on a wide range of quantitative and qualitative data, including assets monitored by the firm, revenue generated by the firm, level of technology costs, number of customers, staff size, diversity across staff and placement of a succession plan. The ranking may not be representative of a single 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 Honor and Washington Post’s Top Workplace Awards are not awarded based on investment advice provided. This ranking is not indicative of the advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Raymond James is not affiliated with the Washington Business Journal or the Washington Post.
That Forbes The 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 under consideration have a minimum of 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 goals and lack of revised data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of a consultant’s future performance, is not an approval, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its financial advisors or RIA firms 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.
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SOURCE Steward Partners Global Advisory