Steward Partners Adds A Second Million Dollar Team In May
STEWARD IS AVERAGING $100 MILLION A MONTH IN RECRUITED ASSETS; THE TOWER GROUP BRINGS $1.3 MILLION IN PRODUCTION AND $120 MILLION IN ASSETS
WASHINGTON, June 3, 2014 /PRNewswire/ -- Steward Partners Global Advisory LLC (Steward), an employee-owned, full service partnership, announced today that Travis Tucker, Donald Brusca, and Stacy Bazylinski, known collectively as the Tower Group, an independent firm, have left RPG Family Wealth Advisory, to join Steward Partners in their Andover, MA office. The Team manages $120 million in client assets, and generates $1.3 million in production.
Steward has averaged $100 million dollars a month in recruited assets since its launch less than 8 months ago. The firm is fast approaching the '$1 Billion in Assets Recruited' milestone, and has opened offices in three states, with several more planned this year. Steward's rapid expansion establishes the firm as a fast growing Full Service Independent Partnership.
"Travis, Don and Stacy are a great addition to our firm," says Steward President Jim Gold. "They treat their clients like family, are disciplined investors, and will make terrific partners. Their move underscores the intense interest we are seeing throughout New England for our innovative model."
"At the end of the day, we felt we needed a full service platform, combined with more structure." says Travis Tucker, "Steward provides us with an environment that has all the best attributes of Independence, which we love, and many of the things that we miss from the wirehouse: like a branch manager to help us grow our business, handle day to day management, and free us up to concentrate on our clients."
About Steward Partners Global Advisory
Headquartered in Washington, DC with additional offices in Andover, MA and Portsmouth, NH, Steward Partners Global Advisory, LLC is an employee-owned, full service 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, Inc. (RJF) is a leading diversified holding company providing private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. Its three principal wholly owned broker-dealers, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, Raymond James Financial Services, Inc., member FINRA/SIPC and Raymond James Ltd., have approximately 6,200 financial advisors serving in excess of 2.5 million accounts in more than 2,500 locations throughout the United States, Canada and overseas. Total client assets are approximately $441 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at www.raymondjames.com.
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. 1000 Connecticut Ave., N.W., 9th Fl. Washington D.C. 20036 - Toll Free: (855) 414-3140.
Press Contact:
Tony Sirianni
703-975-1615
[email protected]
SOURCE Steward Partners Global Advisory LLC
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