Josh Ritz Joins Steward Partners as Mid-Atlantic Divisional President

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Steward Partners Global Advisory Group

Dec 23, 2021, 09:30 ET

WASHINGTON, Dec. 23, 2021 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), which has continued its impressive growth throughout 2021, announces the addition of Joshua Ritz as Divisional President responsible for the Mid-Atlantic Region to its senior leadership team. A consummate senior wealth management professional with more than two dozen years in financial services, Joshua brings expertise in the areas of personnel development, recruiting, strategic planning, portfolio management, and revenue enhancement.

"Steward Partners has had another tremendous year in 2021, not letting Covid distract us from our mission. We've expanded our footprint into new markets and attracted outstanding advisors from the wirehouses to join us as partners," said Doug Kentfield, President, Head of Wealth Management, Steward Partners. "And although we now have a nationwide presence, the Mid-Atlantic region is where we started, and it still holds a special place in our heart. We couldn't be more pleased than to have Josh Ritz join us to head up our efforts in that region and know that our advisors and their clients are in good hands."

Joshua Ritz comes to Steward Partners from Wells Fargo Advisors where he was Private Wealth Area Manager, Private Financial Advisory Group and led an elite group of financial advisors offering holistic financial advice, guidance, and service to clients with wealth in excess of $10 million.

"What most attracted me to Steward Partners is the advisor-centric culture here. As partners rather than employees, all our advisors are deeply committed to the firm's continued growth and success, which starts with putting our clients first," said Joshua Ritz, Divisional President, Mid-Atlantic, Steward Partners. "Steward Partners has its eye on the future of this business. To borrow a phrase from Wayne Gretzky, we're focused on where the puck is going, not where it's been."

Ritz began his career in 1997 with Morgan Stanley, where he held the titles of Sales Manager & Financial Advisor, Vice President before moving to Bank of America Merrill Lynch where he spent eight years as Market Director, Senior Vice President. He is a graduate of Loyola University Maryland with a degree in finance and also holds an MBA from University of Maryland University College.

Steward Partners Global Advisory rounds out the year as one of the fastest growing RIA firms. Less than five years since its launch in 2016, Steward Partners was named #20 on the Barron's Top 100 RIA Firm List for 2021. Steward Partners also had seven advisor partners named to the Forbes 2021 List of Best-In-State Wealth Advisors, an annual ranking spotlighting more than 5,000 advisors who are researched, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria. The firm was also chosen as one of the Top Workplaces by The Washington Post and named to the 2021 Greater Washington Area Best Places to Work list, an annual awards program presented by the Washington Business Journal, marking the fifth consecutive year the company has been awarded this honor.

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, Morristown and Somerville, NJ, Albany and New York City, NY, 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 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 8,400 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.18 trillion as of 7/31/21.

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.

Barron's Top 100 RIA Firms, 2021. 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 Raymond James nor any of its Financial Advisors pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.

The 2021 Washington Business Journal BPTW honor and the Washington Post's Top Workplace awards are not awarded based on investment advisory services rendered. This ranking is not indicative of advisor's future performance, is not an endorsement, and may not be representative of individual clients' experience. Raymond James is not affiliated with Washington Business Journal or the Washington Post.

The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative criteria, mostly gained through telephone and in-person due diligence interviews, and quantitative data. Those advisors that are considered have a minimum of seven years of experience, and the algorithm weights factors like revenue trends, assets under management, compliance records, industry experience and those that encompass best practices in their practices and approach to working with clients. Portfolio performance is not a criteria due to varying client objectives and lack of audited data. Out of approximately 32,725 nominations, more than 5,000 advisors received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, 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 award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more info.

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SOURCE Steward Partners Global Advisory Group