Steward Partners and Raymond James Welcome three Advisors who collectively managed $500 Million; Opens New Office in Keene, NH

WASHINGTON, Nov. 7, 2016 /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 financial advisors Carl Gravina, Liana Poodiack, and Joshua Houle have joined Steward Partners as Founding Partners in a new Keene, New Hampshire location. The group of advisors has a combined 35 years of experience serving clients as wealth managers and joins Steward from Wells Fargo (Gravina and Poodiack) and Edward Jones (Houle) where they collectively managed $500 million in client assets and had nearly $3 million in annual revenue.

With the newest additions of Gravina, Poodiack and Houle in Keene, Steward Partners now has eight offices in four states and the District of Columbia. The firm, which utilizes Raymond James' platform and support services, also has plans to open several more locations over the next twelve months. Steward's rapid expansion establishes itself as one of the fastest growing full service independent partnerships in the country.

"We're excited to welcome Carl, Liana and Josh to Steward Partners and to Raymond James in Steward's new Keene, NH location," said Scott Curtis, president of Raymond James Financial Services. "This group represents another high quality, client-first focused advisors to affiliate under Steward Partners' business model.  We're proud of our relationship." 

STEWARD NOW HAS THREE LOCATIONS IN NEW HAMPSHIRE

"Our New England footprint is growing rapidly and we saw the need for a third location in New Hampshire," says Steward Partners CEO, Jim Gold. "With each new addition to the partnership, the level of interest continues to grow. Recently, we expanded our management team in New England to continue to accommodate our growth. Our existing branches are filling up and we continue to welcome new partners all across the firm."

"We are excited to be a part of the Steward Partnership and become founding partners in Keene, NH." says Gravina. "Having the freedom and flexibility to manage our clients' wealth was paramount in our decision to move. Being able to utilize a wealth management or advisory approach for our clients means their interests come first, not how we get compensated."

"Our clients' interests were key to our decision to become more independent in our businesses development and expansion, adds Poodiack - "without being overwhelmed with the day to day activities of running a company." "Steward Partners with the support and platform of Raymond James offers that perfect combination which made this choice right for our clients, our businesses and our families."

"The leadership and the transition team at Steward Partners was quite impressive," said Houle.  "I've explored other options in the past, but nothing connected on all levels of practice management, advisor platform, client service capabilities and most importantly, firm culture like Steward and Raymond James."

Steward Partners has added 40 advisors with nearly $35 million in trailing twelve month production who managed over $4.6 billion in assets, since November 2013.  They are looking to expand the number of partners and locations significantly into 2017.

About Steward Partners Global Advisory

Headquartered in Washington, DC, with additional  offices in Keene, NH, Albany, NY, Andover, MA, Portsmouth, NH, Manchester, 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, 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 6,900 financial advisors serving in excess of 2.8 million client accounts in more than 2,800 locations throughout the United States, Canada and overseas. Total client assets are approximately $556 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.

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

SOURCE Steward Partners Global Advisory LLC

Related Links

http://www.stewardpartners.com