Steward Partners, a full-service, employee-owned, independent financial services firm has been named to the 2024 Greater Washington Best Places to Work list, an annual awards program presented by the Washington Business Journal. Steward Partners has consistently maintained its position among the top employers in the region, having been honored seven times in the past eight years across various categories. Read more here: https://ow.ly/uJ3l50RJjJ4 #BestPlacesToWork #CompanyRecognition #JoinStewardPartners
Steward Partners
Financial Services
New York, NY 10,175 followers
Steward Partners - We're not just partners, we're family!
About us
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.
- Website
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http://www.stewardpartners.com
External link for Steward Partners
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- New York, NY
- Type
- Partnership
- Founded
- 2013
- Specialties
- Wealth Management, Institutional Consulting, Asset Management, International Advisory, Family Office, and Financial Planning
Locations
Employees at Steward Partners
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Ted Schwab
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Chris Reaney, CFP®
Wealth Manager at Steward Partners Global Advisory
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Stephanie Roberts
Partner, Vice President, Wealth Manager at Haase Family Advisors at Steward Partners Global Advisory
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Timothy Davis, CFP®
Founder of Davis Executive Wealth Management • Helping Successful Executives & Business Owners manage, maximize, and protect their wealth so they can…
Updates
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Would you like to learn more? #JoinStewardPartners
Steward Partners, Head of Internal Sourcing & Wealth Management Independence, LLC, Founder & Managing Partner
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Steward Partners reposted this
We are thrilled to announce that Steward Partners has been named to the prestigious 2024 Best Places to Work list by the Washington Business Journal! This achievement is a testament to our collective dedication to fostering a positive, supportive, and inclusive work environment where every team member feels valued and empowered to thrive. It reflects the hard work and commitment of all of you in making Steward Partners a fantastic workplace. #BestPlacesToWork #CompanyRecognition #JoinStewardPartners
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Firms must have a clear idea of how to attract and retain G2 advisors as record CFP exam numbers offer good news for the future. Read the article here: https://ow.ly/37Eu50REUCJ
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We are thrilled to announce that Steward Partners has been named to the prestigious 2024 Best Places to Work list by the Washington Business Journal! This achievement is a testament to our collective dedication to fostering a positive, supportive, and inclusive work environment where every team member feels valued and empowered to thrive. It reflects the hard work and commitment of all of you in making Steward Partners a fantastic workplace. #BestPlacesToWork #CompanyRecognition #JoinStewardPartners
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We are pleased to welcome our newest partner in Newtown, CT; Steve Nitz (Insight Wealth Management at Steward Partners), who joined Steward Partners on May 6th. Please join us in welcoming Steve to Steward Partners! We’re not just partners, we’re family! #NewPartner #NewJoin
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Happy Mother's Day to all the tough, hard-working, patient, loving, and all-around amazing moms out there! #HappyMothersDay
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We have the best team!
Managing Director - Partner, Senior Divisional President at Steward Partners Global Advisory
In many ways, a family is a partnership, and a partnership is a family. When you’re an equity owner, a culture grows within. Loved seeing our leadership team in person this week from coast to coast. We’re all rowing in the same direction and with the same purpose. Equity ownership is a game changer. Come be a part of the Steward family. #stewardpartners
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Our memorable 7th Annual Steward Partners Symposium ended last night, and we would like to thank all our partners for attending this magnificent event and keeping the Steward culture alive. Your support and partnership played a key role in the success of our event, and we appreciate your participation. A special thanks to our symposium sponsors for making this a magnificent event for our guests: First Trust, Invesco US, Macquarie Group, Raymond James, Apollo Global Management, Inc., BNY Mellon | Pershing, Diamond Hill, Federated Hermes, Franklin Templeton, Goldman Sachs, MFS Investment Management, Natixis Investment Managers, Nuveen, a TIAA company, Pontera, Vanbridge, an EPIC company, WisdomTree, Athene, Broadridge, CAIS, Discover Blind Spots, FS Investments, JConnelly, Jackson, Lawton Marketing Group, Lincoln Financial Group, Luma Financial Technologies, Neuberger Berman, SMArtX Advisory Solutions, VRGL We are not just partners, we’re family! #StewardSymposium2024 #independentfinancialadvisor #financialadvisor #financialplanning #wealthmanager #wealthmanagement #JoinStewardPartners
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Following two exceptional days filled with meaningful content, interactive breakout sessions, and in-depth discussions, we concluded the 3rd day with a mainstage presentation from Andy Blocker, Global Head of Public Policy & Strategic Partnerships at Invesco US, talking about Politics, Policy & Geopolitics, then we had closing remarks with Jim Gold and Hy Saporta. Lastly, our partners came together for our dinner celebration and Award Ceremony. We would like to express our sincere appreciation to our esteemed event partners and organizers, whose support was instrumental in ensuring the success of this event. We are not just partners, we’re family! #StewardSymposium2024 #independentfinancialadvisor #financialadvisor #financialplanning #wealthmanager #wealthmanagement #JoinStewardPartners
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