Steward Partners and Raymond James Celebrate The Arrival of $570 Million Elite Advisor
RAYMOND JAMES ALIGNED FIRM WELCOMES ERIC BEILEY, A TOP NEW YORK CITY ADVISOR, WITH $3.65 MILLION IN ANNUAL REVENUE
WASHINGTON, March 8, 2016 /PRNewswire/ -- Steward Partners Global Advisory LLC (Steward), an employee-owned, full service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that Eric Beiley and his assistant, Ismael Robledo, have joined Steward Partners as managing director, founding partner, and associate managing director, founding partner respectively. Beiley, formerly of Morgan Stanley, joins Steward's flagship New York City office, expanding the firm's presence in the New York/New England market. He manages over $570 million in client assets, and produced $3.65 million in annual revenue. This is the second multi-million dollar group to join Steward's brand new NYC location. Additionally, Beiley represents one of the largest single producers to join Raymond James independent contractor division in its history.
"It's exciting to add high caliber advisors like Eric to our team," says Steward's CEO, Jim Gold. "He is a perfect complement to the founding partners in our 2 Grand Central location in New York City. Both Eric and Izzy epitomize what Steward is about: great people running great businesses."
"I was impressed with the leadership and the transition team Steward Partners was able to assemble for me and my practice," said Beiley. "I've looked at options in the past and nothing quite appealed to me on all levels of practice management, sophisticated investment products and tools, outstanding client service capabilities and finally, firm culture. Steward Partners with the support and platform of Raymond James just offers that perfect combination which made this choice right for my clients, my team and my family."
Mike Maurer, CEO of parent company, Steward Partners Holdings said, "Eric is one of the area's most respected advisors and that is saying a lot when you consider the sheer quantity of elite advisors in the New York City area. I am honored to call Eric my partner and we look forward to growing our New York office with people, like him, who share our values and demonstrate the highest levels of character and integrity."
About Steward Partners Global Advisory
Headquartered in Washington, DC, with additional offices in Andover, MA, Portsmouth, NH, Bethesda, MD and New York City, Steward Partners Global Advisory, LLC is an employee-owned, full service independent partnership catering to family, institutional and multi-generational wealth.
For more information, visit us at www.stewardpartners.com.
About Raymond James Financial Services
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,600 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 6,700 financial advisors serving in excess of 2.7 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $485 billion.
Steward Partners Holdings and Steward Partners Global Advisory, LLC maintains a separate professional business relationship with, and our professionals offer securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. 1776 I Street, NW, Suite 700, Washington D.C. 20006 - Toll Free: (844) 801-8268.
Press Contact:
Tony Sirianni- Sirianni Strategy Group
703-975-1615
[email protected]
SOURCE Steward Partners Holdings LLC
Related Links
WANT YOUR COMPANY'S NEWS FEATURED ON PRNEWSWIRE.COM?
Newsrooms &
Influencers
Digital Media
Outlets
Journalists
Opted In
Share this article