Steward Partners Continues Successful Recruiting Campaign, Adding New Partners and More Than $780 Million in Client Assets
WASHINGTON, Nov. 29, 2021 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), continues its impressive 2021 growth with the addition of new advisor partners in Wisconsin, New Jersey, Maine and Virginia with collective assets under management totaling more than $780 million during September and October.
"This has been an exciting and prosperous year for Steward Partners in terms of the new markets we've entered and the number of advisors we've added to our partnership, not to mention adding around $2.5 billion in assets under management," said Doug Kentfield, Head of Wealth Management, Steward Partners. "Our plans for 2022 call for continuing to build on that momentum through recruiting outstanding advisors around the country and forging strategic alliances with industry giants, such as Goldman Sachs."
The new partner teams include O'Hare Wealth Management Affiliated with Steward Partners in Mequon, Wisconsin, Steward's first team in the state. Formerly with Merrill Lynch, the five-person partnership includes Managing Director/Wealth Managers John J. O'Hare II, CFA, John "JJ" O'Hare III, CPWA®, and Gerald "Jerry" Jones as well as Vice President, Senior Wealth Management Associate Amanda Sachs, CHFC®, CFP® and Vice President, Client Administrative Manager Megan Roder and has more than $420 million in assets under management.
Another new partner team is Ibrahim Wealth Advisory Group in Somerville, NJ, advising on client assets of more than $145 million. The firm includes the father-son team of Managing Partner Robert F. Ibrahim, and Partner Christopher R. Ibrahim, CFP. Rob Ibrahim holds an impressive array of certifications including Certified Financial Planner (CFP®), Accredited Investment Fiduciary (AIF®), Certified Private Wealth Advisor (CPWA®), Accredited Wealth Management Advisor (AWMA®), Chartered Retirement Planning Counselor (CRPC®), Chartered Mutual Fund Counselor (CMFC®), and Certified Exit Planning Advisor (CEPA®). Chris Ibrahim has also earned the CFP® designation.
Michael Nadeau, CFP® chose to join Steward Partners after spending more than 12 years with RBC Wealth Management. He is based in Portland, Maine and has more than $113 million in assets under management. He began his financial services career in 1995 with Fidelity Investments before moving to Merrill Lynch in 2003.
Also recently joining is Troy Barnes, Senior Vice President Wealth Manager with Steward Partners in Norfolk, Virginia. He spent the last 13 years of his career with Wells Fargo Advisors and has in excess of $103 million in client assets under management.
Steward Partners Investment Advisory has been one of the fastest growing RIA firms since its launch in 2016 and in less than five years 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
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