Steward Partners and Raymond James Continue Remarkable Growth; Advisor with $190 Million in Assets Joins New York City Office
RAYMOND JAMES AFFILIATE WELCOMES MARK POJEDNIC FROM WELLS FARGO ADVISORS TO MIDTOWN MANHATTAN OFFICE
WASHINGTON, May 18, 2017 /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 financial advisor Mark Pojednic has joined Steward Partners as Senior Vice President and Partner. Pojednic, formerly of Wells Fargo Advisors, where he managed $190 million in client assets, joins Steward's midtown Manhattan office. Year to date, Steward Partners has added over $1.8 billion in recruited assets under management and 15 new wealth managers.
As reported last week by On Wall Street, Steward Partners has a unique and focused process for each and every transition. "Our transition team of specialists works with Raymond James' group of consultants to ensure that every new partner receives the highest level of care and support for their business and their clients," said Jim Gold, Steward Partners' CEO. "It is because of this process that we feel the partnership can sustain the growth we have been experiencing since our launch in late 2013."
"I didn't wake up one morning and suddenly decide to change firms," said Pojednic. "I looked at a long list of options and weighed each one carefully, considering which would be best for my clients. When I had the opportunity to understand what Steward Partners and Raymond James could offer me and my clients, it was an easy decision to join them."
Since November 2013, Steward Partners has added 60 advisors with nearly $47 million in trailing twelve-month production and $6.5 billion in assets under management. Last week, Steward Partners announced the opening of the firm's tenth location, in Boston, Massachusetts.
About Steward Partners Global Advisory
Headquartered in Washington, D.C., with additional offices in Boston and Andover, Mass., Clearwater, Fla., Keene, Portsmouth and Manchester, N.H., Albany, N.Y., 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, Inc.
Raymond James Financial Services, Inc., is a financial services firm supporting more than 3,700 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 7,200 financial advisors serving approximately 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are $643 billion.
Steward Partners Holdings and 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 D.C. 20006. Toll Free: (844) 801-8268.
Press Contact:
Gregory Banasz
202-930-6008
[email protected]
SOURCE Steward Partners Global Advisory, LLC
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