WASHINGTON, March 3, 2021 /PRNewswire/ -- Steward
Partners Global Advisory, LLC, an employee-owned, full-service
independent partnership associated with Raymond James Financial
Services, Inc. (member FINRA/SIPC), has expanded its national
footprint into the Denver-area
market with the addition of Harmony Private Wealth, based in
Fort Collins, Colorado. With more
than $350 million in assets under
management, the firm comes to Steward Partners from RBC Wealth
Management and is led by co-founders DeHaven Becker, Michael
Stradt, and Janet Mabry.
"We are proud of the fact that DeHaven, Michael and Janet have
chosen to join Steward Partners as their new home," said
Chris Barton, Divisional President,
Steward Partners Global Advisory. "They represent our entrance into
the Denver market, and we look
forward to working with them to grow their own business and to help
us further expand the Steward Partners' footprint."
Collectively, the team of financial services veterans spent more
than 45 years with RBC Wealth Management. DeHaven Becker was with RBC for more than 13
years where he was a Senior Vice President and Financial Advisor
and earned the Certified Financial Planner™ (CFP®) and
Chartered Financial Consultant (ChFC®) designations.
Michael Stradt was with RBC for over
23 years and holds the Certified Investment Management Consultant
(CIMC®), Certified Financial Planner™ (CFP®),
Certified Investment Management Analyst (CIMA®) and
Certified Exit Planning Advisor (CEPA) designations.
Harmony Private Wealth's third partner, Janet Mabry, spent 11 years with RBC as a
Financial Advisor. Prior to that, she was Vice President Treasury
Management with Home State Bank (14 years) and a Financial Advisor
with IDS Financial Services (7 years).
"We spent several years evaluating potential options for our
practice," explained DeHaven Becker,
Co-Founder, Harmony Private Wealth. "We chose Steward because not
only are they a good match for what we want to do with our
business, but they are also a partnership that aligns with our
values and those of our clients. We feel they have the resources to
help us create an environment where we can provide the best service
possible and our clients can thrive."
"As our name implies, we chose to join Steward Partners because
we were looking for the same harmony and balance in our business
that we aim to deliver to clients," added Michael Stradt, Co-Founder, Harmony Private
Wealth. "We feel that all of the things we've each done throughout
our careers have prepared us for being owners of our own business
and partners in something bigger than ourselves. Joining Steward
Partners gives us more flexibility and puts us in control of our
own practice in a way that we've not previously had."
"One of the things that really attracted us to Steward Partners
is their prowess in technology," said Janet
Mabry, Co-Founder of Harmony Private Wealth. "The commitment
they've made to the future with their technology platform makes our
job easier and whenever our job is easier, we can focus on the
client and they are the direct beneficiary."
About Steward Partners Global Advisory
With offices in Newtown, CT.,
Washington, D.C., Clearwater, FL., Andover 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, NY., Conshohocken,
PA., Austin, Dallas and Houston,
TX., and Norfolk and
Richmond, VA., 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 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 8,200 financial advisors
throughout the United States, Canada and overseas.
Total client assets are approximately $1.02 trillion as
of 12/31/20.
Steward Partners Holdings, 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.
Media Contact:
Michaela
Morales
JConnelly
mmorales@jconnelly.com
973.224.7152
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SOURCE Steward Partners Global Advisory