WASHINGTON, Feb. 23, 2018 /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 Alan Raffer, Director, Sherry Birnbaum
CFP®, Senior Vice President, and Jeremy Raffer, Senior Vice
President, of the Raffer Investment Group have joined
Steward Partners from Wells Fargo, where they managed over
$170 million in client assets. The
three advisors will be based in Steward's newest office in
Paramus, New Jersey, which
launched in November of last year.
"We're excited to welcome high-caliber advisors like Alan,
Sherry and Jeremy to our team," said Jim
Gold, Steward's chief executive officer. "They will be an
outstanding complement to the partners at our new Paramus office. The Raffer Investment Group
epitomizes what Steward Partners is all about: great people running
great businesses."
For Alan Raffer, Steward's model
offers the best of both worlds. "Being independent means that we
have the flexibility to create and manage investment plans that
prioritize our clients' goals and help them to prepare for their
financial futures. At the same time, the combination of Steward
Partners and Raymond James provides
our team with the resources, technology and support to enable us to
deliver the concierge-level service that our clients deserve."
"We were very impressed by the management team and firm culture
at Steward," added Sherry Birnbaum.
"The idea of partnership and equity ownership appealed to us as
well. As we considered our options, we needed to assess how to move
forward in a way that enhanced the strong relationships we've built
over the years with our clients. The more that we learned about
Steward Partners, the more convinced we became that this was the
right decision for both our team and our clients."
Jeremy Raffer likewise noted the
advantages of Steward's relationship with Raymond James. "The platform is exceptionally
sophisticated, and it offers all the products and services that
individual investors require. Having the freedom to develop
client-focused financial planning strategies and the infrastructure
to execute on those strategies is really a winning
combination."
Since November 2013, Steward
Partners has added over 90 advisors with over $62 million in trailing 12-month production and
over $8.5 billion in total client
assets. In 2017 Steward Partners announced the openings of the
firm's ninth, tenth, eleventh and twelfth locations, in
Clearwater, Fla., Boston, Baltimore and Paramus, N.J., respectively.
About Steward Partners Global Advisory
With offices in Albany, N.Y.,
Andover and Boston, Mass., Baltimore and Bethesda, Md., Clearwater, Fla., Keene, Manchester and Portsmouth, N.H., Paramus, N.J., New
York City and Washington,
D.C., 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 4,300 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
approximately 7,500 financial advisors in 3,000 locations
throughout the United States,
Canada and overseas. Total client
assets are $750 billion.
Steward Partners Holdings, Steward Partners Global Advisory,
LLC, and the Raffer Investment Group 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.
Press Contact:
Gregory Banasz
202-930-6008
Greg.banasz@stewardpartners.com
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SOURCE Steward Partners Global Advisory, LLC