Financial Advisor Helps Cancer Non-Profit Obtain $10,000 Grant From Raymond James Charitable
PARAMUS, N.J., Aug. 16, 2021 /PRNewswire/ -- Sorah (Sherry) Birnbaum, CFP®, CPWA®, Partner, Senior Vice President - Wealth Manager with the Paramus office of Steward Partners Global Advisory, LLC, was instrumental in helping Sharsheret, a national non-profit organization working to improve the lives of women and families living with or at increased genetic risk for breast or ovarian cancer, obtain a $10,000 grant to continue their important work.
Sharsheret was one of 16 non-profits out of hundreds of applicants selected by the Raymond James Charitable board of trustees to receive a grant for the 2021 funding cycle of the Raymond James Charitable Grant Initiative. As a partner with Raymond James Financial, Raymond James Charitable is a 501(c)(3) nonprofit organization whose mission is to strategically invest in the communities it serves.
"I'm extremely grateful that such a worthy cause was the recipient of this wonderful grant because coming out of the pandemic, there have been many more diagnoses of breast and ovarian cancer because women did not go to get screened. I am proud to be part of the process that led to them receiving this extra grant," said Sorah (Sherry) Birnbaum, CFP®, CPWA®, Partner, Senior Vice President, Wealth Manager, Steward Partners Global Advisory. "It's a privilege to be associated with Raymond James which undertook this beautiful grant initiative. It exemplifies what a fine organization Raymond James is and how they are so community-minded."
In addition to being a Certified Financial Planner™, Mrs. Birnbaum recently qualified for advanced certification as a Certified Private Wealth Advisor® through a course of study with Yale University and the Investments & Wealth Institute. "As a financial planner, I've long made addressing charitable giving a key part of my practice," she explained. "In addition to focusing on clients' investment objectives, we also work on next generation wealth transfer and education on handling wealth and being philanthropic with that wealth, so that it lasts more than a generation or two."
When she learned of the Raymond James Charitable Grant Initiative, Mrs. Birnbaum started asking clients for suggestions as to who might be a worthy recipient and Debbie Rosalimsky, who was familiar with their efforts, suggested Sharsheret.
Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC). Steward Partners is one of the country's fastest growing independent wealth management firms and ranked #24 on Barron's list of Top RIAs in 2020. The company was recently chosen as one of the Top Workplaces by The Washington Post and was also 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.
Raymond James Charitable is committed to strategically investing in the communities it serves by supporting the work of local nonprofits to expand opportunities and improve the quality of life in localities across its national footprint. More information about the Raymond James Charitable grants and a full list of recipients is available at www.raymondjamescharitable.org/grant-initiative.
About Steward Partners Global Advisory
With offices in Fort Collins, CO., Newtown, CT., Washington, D.C., Clearwater, FL., Shreveport, LA., Andover and Boston, MA., Baltimore and Bethesda, MD., Portland, ME., St. Louis, MO., Hendersonville, NC., Keene, Manchester and Portsmouth, NH., Paramus and Morristown, NJ., Albany and New York City, NY., Conshohocken, PA., Austin, Dallas and Houston, TX., McLean, McLean II, Norfolk and Richmond, VA., 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.
Steward Partner Investment Solutions, LLC 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.
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 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.02 trillion as of 12/31/20.
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, 2020. 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 is 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.
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SOURCE Steward Partners Global Advisory Group
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