WASHINGTON, July 12, 2017 /PRNewswire/ -- 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 Roberto
"Bob" Solano has joined Steward Partners as Managing Director
and Partner. Solano, formerly of Morgan Stanley, where he managed
$120 million in client assets, joins
Steward Partners' Boston location.
Year to date, Steward Partners has added over $2 billion in recruited assets under management
and 19 new wealth managers.
"Bob joins us as the latest in a string of high-quality advisors
who understand the value in becoming a Steward Partner," said
Jim Connors, Steward's New England
President. "We have an amazing pipeline of activity throughout the
Northeast, and our momentum in the region continues to grow. Our
partners are advisors who see the opportunity in our model as well
as the advantages of employee ownership. As a result, we've
welcomed new partners every month so far this year," Connors
added.
"The resources, management team and culture that exist here at
Steward Partners and Raymond James
give me the opportunity to serve my clients in a far more
meaningful way," said Solano. "When my team has the ability to
focus on our client service model and not on back-office headaches,
everything else just clicks."
Steward Partners continues to garner positive attention from
advisors and media all over the region. In June, Steward's
Washington office was awarded the
"Best Place to Work"* in the medium-sized company category in
Washington Business Journal's annual survey. Additionally,
as reported recently by On Wall Street,** Steward
Partners was recognized for the specialized process it has
developed for managing the unique complexities of advisor
transitions. This process has enabled Steward to keep pace with,
and indeed surpass, its record-setting recruiting of
2016.
Since November 2013, Steward
Partners has added 65 advisors with over $50
million in trailing 12-month production and over
$7 billion in assets under
management. Earlier this year, Steward Partners announced the
opening of the firm's ninth and tenth locations, in Clearwater, Florida, and Boston respectively.
About Steward Partners Global Advisory
Headquartered in Washington,
D.C., with additional offices in Albany, N.Y., Andover and Boston,
Mass., Bethesda, Md.,
Clearwater, Fla., Keene, Manchester and Portsmouth, N.H., and New York City, Steward Partners Global
Advisory, LLC, is an employee-owned, full-service independent
partnership catering 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
firm supporting more than 3,700 independent financial advisors
nationwide. Since 1974, Raymond James Financial Services, Inc.,
member FINRA/SIPC, has provided a wide range of investment and
wealth planning related services through its affiliate,
Raymond James & Associates,
Inc., member New York Stock Exchange/SIPC. Both broker/dealers are
wholly owned subsidiaries of Raymond James Financial, Inc.
(NYSE-RJF), a leading diversified financial services company with
7,200 financial advisors serving approximately 3 million client
accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are
$658 billion.
Steward Partners Holdings and Steward Partners Global
Advisory, LLC, maintain a separate professional business
relationship with, and our registered professionals offer
securities through, Raymond James Financial Services, Inc., member
FINRA/SIPC. Investment advisory services offered through Steward
Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700,
Washington, DC 20006. Toll
Free: (844) 801-8268.
*https://finance.yahoo.com/news/steward-partners-awarded-best-place-185000722.html
**https://www.onwallstreet.com/news/steward-partners-recruits-600m-advisers-opens-new-office
Press Contact:
Gregory Banasz
202-930-6008
Greg.banasz@stewardpartners.com
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SOURCE Steward Partners Global Advisory, LLC