Steward Partners Steady Influx Of Top Advisors Accelerates With Arrival Of High Profile $250 Million Morgan Stanley Team

WASHINGTON, March, 24, 2015 /PRNewswire/ -- Steward Partners Global Advisory LLC (Steward), an employee-owned, full service independent partnership in a newly created venture with Raymond James Financial Services (RJFS), member FINRA/SIPC, announced today that veteran financial advisors, Stephen Philleo and Daniel Ialeggio, have left Morgan Stanley to join the "Elite Hybrid" firm. The team managed $250,000,000 in assets and produced nearly $1.7 million in revenue at their prior firm. This is the fourth major group to join Steward in the DC area and will be the first to occupy the firm's newest location in Bethesda, Maryland. Steward Partners, which launched only 18 months ago, now has offices in Portsmouth, NH, Andover, MA, New York City, Washington DC and Bethesda MD.

Philleo and Ialeggio join Steward as Managing Directors and Founding Partners. Their associate, Conor Wolchesky joins as Vice President and Client Administrative Manager. The highly regarded team has nearly 50 years of combined industry experience as well as two CFPs®, two MBAs and one CIMA designation.

Inclusive culture and partnership structure resonates with top teams; helps multi-state expansion

Steward's Chief, Mike Maurer stated, "My partners in all three Steward Partners companies are successful to say the least. Most importantly, they are good, caring people. I feel the same way about Raymond James." Maurer continued, "Each time we welcome a new partner, all involved are declaring, 'Our future is here together.' That is a powerful, awe-inspiring feeling." Maurer added, "Stephen, Dan and Conor built a thriving practice by putting their client's needs first. That level of care for their clients, each other, and their communities is what defines Steward Partners 'Culture of Caring', and is the foundation for our future success as an organization."

Jim Gold, CEO of Steward Partners Global Advisory, expanded, "Our deep familiarity with our marketplaces, coupled with the reputation of our partners in those markets, gives us a distinct advantage and has contributed greatly to our thoughtful, yet meaningful growth." Gold continued, "We are excited to welcome Stephen, Dan and Conor and their clients to Steward. We are proud they will serve as our inaugural team in Bethesda, Maryland."

"We took great care in choosing a place for our clients," states Philleo, Managing Director, "Steward's dynamic process revealed they really cared to know us as people beyond simply our numbers. You either appreciate that type of commitment and due diligence or you don't. We did. It makes for a healthy partnership which reinforces our decision while lending great excitement for what our future holds together." Philleo added, "We thought culture and camaraderie were lost forever. Steward Partners laser focus on both is refreshing, and in the end, highly appealing."

"Steward Partners provides the tools we need to deliver the standard of excellence our clients deserve. We feel we have greater resources and more choices than ever before," adds Ialeggio. "Raymond James has received many accolades for its technology and deep platform offering. Their global platform, and most importantly the professionals behind Raymond James' platform, provides Steward substantial leverage. Our team and our clients should benefit greatly from the Steward Partners-Raymond James relationship."

Greg Banasz, Steward's Director of Business Development, stated, "We are very active in our existing markets and those we will announce shortly. While the interest in Steward Partners has exploded, we will not deviate from our high touch due diligence process. It is important to those who are engaged in the process and equally as important to those who have become partners already." He added, "Stephen, Dan and Conor invested the time and energy to learn not only what Steward represents, but who we are as people. We took the same approach with them, and we are glad we did."

CFP® | CERTIFIED FINANCIAL PLANNER™ Certified Financial Planner Board of Standards, Inc., owns the certification marks above, which it awards to individuals who successfully complete initial and ongoing certification requirements.

About Steward Partners Global Advisory, LLC.

Headquartered in Washington, D.C. with additional offices in New York, NY, Andover, Mass. and Portsmouth, N.H., Steward Partners Global Advisory, LLC is an employee-owned, full service partnership catering to family, institutional and multi-generational wealth. 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, DC 20006, toll free 844-801-8268.  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 3,200 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 6,300 financial advisors serving in excess of 2.6 million client accounts in more than 2,600 locations throughout the United States, Canada and overseas. Total client assets are approximately $496 billion. For more information visit www.raymondjames.com

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SOURCE Steward Partners Global Advisory LLC

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