WASHINGTON, May 16, 2016 /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 Tom O'Bryon, II has joined Steward Partners as managing director and founding partner. O'Bryon, formerly of UBS Wealth Management, joins Steward's Bethesda, Maryland office. O'Bryon joins two former Legg Mason colleagues, Connie Miner and Amy Sachs. At UBS, O'Bryon managed approximately $100 million in client assets and generated $825,000 in annual revenue.
"Tom O'Bryon is a quality advisor whose career spans five decades," says Steward's Divisional President, Jeff Gonyo. "Tom is one of those advisors who takes great care of the families he serves and the community he lives in. Tom joins his former Legg Mason alumni, Connie Miner and Amy Sachs, who collectively oversaw nearly $450 million and produced $3 million at their prior firms. Steward and Raymond James are thrilled and excited to welcome Tom to the Bethesda team."
Tom O'Bryon said, "I wanted to rejoin people I truly respect and know well, both personally and professionally. Culture meant a lot to me and I could see something special was being built right here in Bethesda as part of the Raymond James and Steward Partners growth story. Connie and Amy are highly respected advisors in the local area and, like them, I wanted to be a part of something special."
Greg Banasz, Steward Partners Recruiting Chief added, "Tom is a true gentleman and a pleasure to be around. We continue to add good people with good businesses and adhere to our stated values by adding quality advisors across the Steward Partners enterprise. Each new partner who joins us has taken the time and energy needed to ensure this is the right and final move for their clients and their families. Timing is everything in this business and doing the right thing, at the right time for the right reason is what Steward is all about."
About Steward Partners Global Advisory
Headquartered in Washington, DC, with additional offices in Andover, MA, Portsmouth, 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
Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,600 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 6,700 financial advisors serving in excess of 2.8 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $514 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. 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