Steward Partners Crosses over $2 Billion in Recruited Assets with Recent Addition of Advisors in Portsmouth, NH


Nov 17, 2015, 16:00 ET from Steward Partners Global Advisory LLC

WASHINGTON, Nov. 17, 2015 /PRNewswire/ -- Steward Partners Global Advisory LLC, an employee-owned, full service independent partnership, affiliated with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that Gary Walker, senior vice president and branch manager, and Christopher "Chris" Nee, managing director and wealth manager, have left the Portsmouth, NH offices of Oppenheimer & Co., to join Steward Partners, both as Founding Partners. Nee and Walker have over 40 years of combined experience serving clients as wealth managers. Together, they will bring $175 million in assets under management and $1.7 million in revenue to Steward Partners. Walker will join Steward as the New England sales director, and Nee as managing director and wealth manager.

With the addition of Nee and Walker, Steward Partners, which celebrated its second anniversary in September, has crossed the $2 billion threshold in recruited assets since inception. The firm, which utilizes the Raymond James platform and support services, has opened offices in four states with several more planned over the next twelve months. Steward's rapid expansion establishes it as one of the fastest growing full service independent partnerships in the country.

"Congratulations to Chris and Gary for joining the Steward Partners team. And congratulations to Steward Partners for surpassing $2 billion in recruited assets," said Scott Curtis, president of Raymond James Financial Services. "We're proud of our relationship and look forward to their continued growth and success leveraging Raymond James' resources and support services."


"Deciding to change firms was not easy," says Nee. "The retail landscape is changing, and we wanted the freedom of independence coupled with the full service platform offered by Raymond James and Steward. For my part, true partnership, equity ownership, and a voice in how our clients and employees are treated were critical."

"Add to that the leadership team at Steward and the vast resources Raymond James brings to the table, it's a win-win," adds Walker.

"Chris and Gary are terrific advisors and client advocates," says Steward CEO Jim Gold "We are proud to have them as Partners as we expand our role in New England with Gary's leadership and Chris' fine example."

"We continue to see an extraordinary level of interest in exploring the independent space and our full service Partnership," adds Steward Chairman Michael Maurer "We have been building a firm the old fashioned way - and building it to last."

About Steward Partners Global Advisory

Headquartered in Washington, DC, with additional offices in Andover, MA, Portsmouth, 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

About Raymond James Financial Services

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 6,600 financial advisors serving in excess of 2.7 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $480 billion.

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:

Tony Sirianni- Sirianni Strategy Group

SOURCE Steward Partners Global Advisory LLC