Steward Partners and Raymond James Continue Strong Recruiting Momentum with Addition of New Boston Advisor

WASHINGTON, July 12, 2017 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), announced today that Roberto "Bob" Solano has joined Steward Partners as Managing Director and Partner. Solano, formerly of Morgan Stanley, where he managed $120 million in client assets, joins Steward Partners' Boston location. Year to date, Steward Partners has added over $2 billion in recruited assets under management and 19 new wealth managers.

"Bob joins us as the latest in a string of high-quality advisors who understand the value in becoming a Steward Partner," said Jim Connors, Steward's New England President. "We have an amazing pipeline of activity throughout the Northeast, and our momentum in the region continues to grow. Our partners are advisors who see the opportunity in our model as well as the advantages of employee ownership. As a result, we've welcomed new partners every month so far this year," Connors added.

"The resources, management team and culture that exist here at Steward Partners and Raymond James give me the opportunity to serve my clients in a far more meaningful way," said Solano. "When my team has the ability to focus on our client service model and not on back-office headaches, everything else just clicks."

Steward Partners continues to garner positive attention from advisors and media all over the region. In June, Steward's Washington office was awarded the "Best Place to Work"* in the medium-sized company category in Washington Business Journal's annual survey. Additionally, as reported recently by On Wall Street,^** Steward Partners was recognized for the specialized process it has developed for managing the unique complexities of advisor transitions. This process has enabled Steward to keep pace with, and indeed surpass, its record-setting recruiting of 2016. 

Since November 2013, Steward Partners has added 65 advisors with over $50 million in trailing 12-month production and over $7 billion in assets under management. Earlier this year, Steward Partners announced the opening of the firm's ninth and tenth locations, in Clearwater, Florida, and Boston respectively.

About Steward Partners Global Advisory

Headquartered in Washington, D.C., with additional offices in Albany, N.Y., Andover and Boston, Mass., Bethesda, Md., Clearwater, Fla., Keene, Manchester and Portsmouth, N.H., and New York City, 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.

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 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 7,200 financial advisors serving approximately 3 million client accounts in more than 2,900 locations throughout the United States, Canada and overseas. Total client assets are $658 billion.

Steward Partners Holdings and 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.

*https://finance.yahoo.com/news/steward-partners-awarded-best-place-185000722.html

**https://www.onwallstreet.com/news/steward-partners-recruits-600m-advisers-opens-new-office

Press Contact:
Gregory Banasz
202-930-6008
[email protected]

SOURCE Steward Partners Global Advisory, LLC

Related Links

http://www.stewardpartners.com