Three Steward advisors earn place on
prestigious list honoring advisors under 40
NEW
YORK, Aug. 28, 2024 /PRNewswire/ -- Steward
Partners, an employee-owned independent financial services firm
specializing in comprehensive wealth management solutions,
announces that three of its advisor partners have been named to the
Forbes/SHOOK 2024 Best-In-State Next-Gen Wealth Advisors
list. The annual ranking spotlights financial advisors under 40
years of age across the country with a minimum of four years'
experience.
"I am incredibly proud to congratulate all three of our advisors
on being recognized by Forbes/SHOOK," said Jim Gold, CEO of Steward Partners. "This
recognition not only reflects their dedication to excellence and
our clients' success but also underscores the importance of
fostering young talent in our evolving industry. At Steward
Partners, we believe that investing in the next generation of
advisors is crucial to meeting the changing needs of our clients
and ensuring the future of financial advisory. Our honorees are
shining examples of this commitment, and we are excited to see
their continued impact on our clients' financial futures."
The Steward Partners advisors being honored
by Forbes/SHOOK are:
- Corey Briggs, CFP®, CIMA®,
CEPA—Director of Wealth Planning, Wealth Manager, St. Louis, MO
- Kyle Blackwell, CFP®,
AAMS®—Managing Director, Wealth Manager, Easley, SC
- Matt Price, CFP®, CIMA®—Managing
Director, Wealth Manager, Houston,
TX
The 2024 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors
list showcases over 1,600 leading professionals, collectively
managing nearly $2.8 trillion in
assets. All advisors featured were born in 1985 or later and have
at least four years of experience in the industry. The ranking,
created by SHOOK Research, is determined through a blend of
qualitative and quantitative criteria, including in-depth
interviews, revenue trends, assets under management, compliance
records, industry experience and best practices.
For the full class list of Forbes/SHOOK 2024
Best-In-State Next-Gen Wealth Advisors honorees, visit
https://www.forbes.com/lists/best-in-state-next-gen-advisors/.
About Steward Partners
Representing some of the U.S.'s
top advisors, Steward Partners is a full-service, employee-owned,
independent financial services firm that offers wealth management
solutions for families, businesses, and multigenerational
investors. Established in 2013, the firm fosters a positive,
transparent culture of camaraderie and excellence that has fueled
its substantial growth in a highly competitive industry. With its
commitment to exceptional client service and forward-thinking
partnerships, the firm was ranked as the #19 RIA in the country in
Barron's Top 100 RIAs for the year 2023. Offering services such as
comprehensive wealth planning, private banking, institutional
consulting, international advisory, and business solutions, the
firm was responsible for over $37
billion in client assets as of August
2024.
To learn more about Steward Partners, visit
www.stewardpartners.com.
About Forbes | SHOOK
SHOOK considered advisors
born in 1985 or later with a minimum of 4 years as an advisor.
Advisors must have built their practices, led their teams, joined
teams, and are viewed as future leaders, or a combination of both.
The ranking algorithm is based on qualitative measures: telephone
and in-person interviews to measure best practices. Also reviewed
are client retention, industry experience, credentials, review of
compliance records, firm nominations, and quantitative criteria,
such as assets under management and revenue generated for their
firms. Investment performance is not a criterion because client
objectives and risk tolerances vary, and audited performance
reports are rare. Data provided by SHOOK® Research,
LLC. Data as of 3/31/24.
SHOOK's research and rankings provide opinions intended to help
investors choose the right financial advisor and are not indicative
of future performance or representative of any one client's
experience. Past performance is not an indication of future
results. Neither Forbes nor SHOOK Research receive compensation in
exchange for placement on the ranking. For more information, please
see www.SHOOKresearch.com. SHOOK is a registered
trademark of SHOOK Research, LLC.
Securities are offered through Steward Partners Investment
Solutions, LLC ("SPIS"), registered broker/dealer, member
FINRA/SIPC. Investment advisory services are offered through
Steward Partners Investment Advisory, LLC ("SPIA"), an
SEC-registered investment adviser. SPIS, SPIA, and Steward Partners
Global Advisory, LLC are affiliates and collectively referred to as
Steward Partners.
Barron's Top 100 RIA Firms, Barron's is a registered trademark
of Dow Jones & Company, L.P. All rights reserved. Participation
in this ranking is by invitation only and limited to firms that
meet the minimum eligibility requirements. About 200 firms were
nominated, with 100 being ranked. Participating firms were
evaluated and ranked on a wide range of quantitative and
qualitative data, including: assets overseen by the firm, revenue
generated by the firm, level of technology spending, number of
clients, size of staff, diversity across staff, and placement of a
succession plan. The ranking may not be representative of any one
client's experience, is not an endorsement, and is not indicative
of the advisor's future performance. Neither Steward Partners nor
any of its Financial Advisors pay a fee in exchange for this
award/rating. Barron's is not affiliated with Steward Partners.
Media Contact:
Zach Allegretti
JConnelly
zallegrettiii@jconnelly.com
973-850-7341
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SOURCE Steward Partners