Steward Partners and Raymond James Maintain Growth Momentum in Washington, DC, With Arrival of $160 Million Advisor
RAYMOND JAMES AFFILIATE WELCOMES WILLIAM R. BLAKE, III FROM WELLS FARGO ADVISORS TO THE WASHINGTON, DC, OFFICE
WASHINGTON, April 4, 2017 /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 financial advisor William (Bill) R. Blake, III, AIF®, has joined Steward Partners as Director and Partner. Blake, formerly of Wells Fargo Advisors, joins Steward's Washington, DC office.
"Our year is shaping up to be another record recruiting year for Steward Partners," adds Steward Partners CEO, Jim Gold. "Our story continues to resonate with elite advisors like Bill around the country. Steward Partners has become an attractive option for financial advisors and RIAs looking to grow and achieve more autonomy."
"The resources, management team and culture that exist here at Steward Partners and Raymond James gives me the opportunity to serve my clients in a far more meaningful way. When I focus on my client service model and not various banking initiatives, everything just comes together," states Blake.
Jeff Gonyo, Divisional President of Steward Partners said, "Bill is one of the area's most respected advisors and a true gentleman. We continue to see interest in all markets where we have a Steward Partners location. Each new partner adds to the wealth of talent we have to offer our clients."
Earlier this month, Michael Germano IV, CFP®, ChFC®, from Citigroup Personal Wealth Management joined Steward Partners as Senior Vice President and Partner in New York City. Year to date, Steward Partners has added over $1 billion in recruited assets under management and ten new wealth managers.
About Steward Partners Global Advisory
Headquartered in Washington, D.C., with additional offices in Clearwater, Fla., Keene, Portsmouth and Manchester, N.H., Albany, N.Y., Andover, Mass., 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 approximately 7,100 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 approximately $637 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. Investment advisory services offered through Steward Partners Investment Advisory, LLC. 1776 I Street, NW, Suite 700, Washington, DC 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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