"We're excited to welcome Larry, Mark and Dino to Steward Partners and Raymond James in Steward's new Albany location," said Scott Curtis, president of Raymond James Financial Services. "This team is another high quality, client-first focused group of experienced financial advisors to affiliate under Steward Partners' unique business model. We're proud of our relationship.
A RETURN HOME FOR STEWARD'S SENIOR MANAGEMENT
"Steward's Executive Chairman Michael Maurer and I spent the early part of our careers right here in Albany, NY," says Steward's Divisional President, Jeff Gonyo. "And Larry Natale and I began in the business together here in Albany some 20 years ago, so it's nice to come full circle and expand our partnership with people with whom we have such great history. Today feels rather like a homecoming for Michael and me ─ to have our colleagues establish the Steward flag in Albany. We are excited about the opportunity this market represents."
"Michael and Jeff have deep advisor relationships in Albany, NY," adds Steward's CEO, Jim Gold. "It's fun to see how well they are received in the upstate New York market. In addition, their outstanding reputations reach even beyond Albany so we look forward to further expansion in and around the area over the next several months."
"The market here is very close and personal," said Natale. "Many advisors in and around town remember the impact Michael and Jeff had early on in their careers. If anyone is fortunate enough to hear the Steward story as we have, they will take advantage sooner rather than later."
"We spent the last few years carefully analyzing the wealth management landscape," adds Mark Johnson. "We wanted to find a place that satisfies our clients' wants and needs today, but also well into the future. The combined Steward Partners and Raymond James offering was the best opportunity for us."
Steward Partners has added 30 advisors with nearly $32 million in trailing 12 month production and who previously managed over $4 billion in assets, since November 2013. The firm anticipates another $10 million in revenue and $1 billion in assets by year end 2016.
"This milestone is personal for me, as I remember my days in Albany like it was yesterday," stated Maurer. "Larry, Mark and Dino are quality people as well as an impressive team. Our measured growth strategy and successful relationship with Raymond James is allowing us to expand into new markets like Albany. You can expect more growth in the Mid-Atlantic and Northeast well into 2017."
About Steward Partners Global Advisory
Headquartered in Washington, DC, with additional offices in Albany, NY, Andover, MA, Portsmouth, NH, Manchester, 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, 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 FINRNSIPC, 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 6,900 financial advisors serving in excess of 2.8 million client accounts in more than 2,800 locations throughout the United States, Canada and overseas. Total client assets are approximately $556 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 FJNRA/SIPC. 1776 I Street, NW, Suite 700, Washington D.C. 20006 - Toll Free: (844) 801-8268.
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SOURCE Steward Partners Global Advisory LLC