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Steward Partners and Raymond James Impressive Growth Continues in New York City; Adds Nearly $1 Billion in New Assets in Less Than Three Months

RAYMOND JAMES AFFILIATE WELCOMES MICHAEL GERMANO IV FROM CITIGROUP PERSONAL WEALTH MANAGEMENT TO THE NEW YORK CITY OFFICE


News provided by

Steward Partners Global Advisory, LLC

Mar 21, 2017, 08:00 ET

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WASHINGTON, March 21, 2017 /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 Michael Germano IV, CFP®, ChFC®, has joined Steward as Senior Vice President and Partner. Germano, formerly of Citigroup Personal Wealth Management, joins Steward's midtown Manhattan office. Year to date, Steward Partners has added nearly $1 billion in recruited assets under management and nine new wealth managers.

"Michael Germano is a quality advisor who has built a highly successful book of business in a very short period of time," says Steward's CEO, Jim Gold. "Michael is one of those advisors who takes great care of the families he serves and the community he lives in. Michael joins our flagship office at 2 Grand Central Tower in midtown New York City. Steward and Raymond James are thrilled and excited to welcome Michael to the New York team."

Germano said, "As an advisor in my thirties, I wanted to be part of a growing and forward thinking organization. The combination of Steward Partners and Raymond James gives me everything I need to provide my clients with concierge-level service as well as entertain business growth ideas suitable for my practice."

Hy Saporta, Steward Partners' President, added, "Michael 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 only quality advisors across the Steward Partners enterprise. Each new partner who joins us has taken the time and energy needed to ensure that this is the right 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."

Last month, Steward Partners opened its ninth location in Clearwater, Florida, and continues to grow aggressively in the Northeast. Since November 2013, Steward Partners has grown to over 50 advisors with over $42 million in trailing twelve-month production and over $5.5 billion in assets under management.

About Steward Partners Global Advisory

Headquartered in Washington, D.C., with additional offices in Clearwater, Fla., Keene, Portsmouth and Manchester, N.H., Albany, N.Y., Andover, Mass., 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, 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 approximately 7,100 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 approximately $622 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, DC 20006. Toll Free: (844) 801-8268.

Press Contact:

Gregory Banasz
202-930-6008
[email protected]

SOURCE Steward Partners Global Advisory, LLC

Related Links

http://www.stewardpartners.com

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