Established in 2013, the company fosters a positive, transparent culture of camaraderie and excellence that has fueled its substantial growth in a highly competitive industry. Representing some of the U.S.'s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Steward Partners also had 15 of its partners named to the Forbes 2023 List of Best-In-State Wealth Advisors and two advisors on Forbes America's 2023 Top Women Wealth Advisors Best-In-State List, both of which are prepared by SHOOK Research. In September 2022, the firm was ranked among Barron's list of Top RIA Firms for the third consecutive year, an annual ranking of independent advisory companies based on value of assets managed, technology spending, staff diversity, succession planning, and other metrics, having been named among the top 25 firms in 2020 and ranked as #20 in 2021. Steward Partners has been one of the industry's fastest-growing RIA firms since its launch in 2013. In 2023, he was also named to the Forbes Best-in-State Advisor list for the third time. Louis was named to AdvisorHub's 200 Fast Growing Advisors. Thomas Briggs, AIF ®, Partner, Managing Director, and Wealth Manager at Steward Partners Global Advisory in St. Additionally, Davis Executive Wealth Management Group led all Steward Partner firms in revenue growth last year. Tim was also named a Best-in-State Wealth Advisor by Forbes for five consecutive years (2019-2023). Inclusion was based on the advisors' demonstrable success in winning new clients, increasing assets, and boosting production. Tim Davis, CFP ® is Partner, Executive Managing Director, and Wealth Manager at Steward Partners Global Advisory in Boston, Massachusetts was named to AdvisorHub's 200 Fast Growing Advisors to Watch list. With more than 30 years of experience as a financial advisor, Todd has previously been honored as one of the Top 400 Financial Advisors for the Financial Times, a Barron's Top 1,200 Financial Advisor, and a Best-in-State Advisor by Forbes. The 100 advisors on this list were recognized for having assembled efficient and productive teams that have achieved scale without compromising their level of service while maintaining healthy growth. Todd Hoffman, CFP ®, CPM ®, Founding Partner, Executive Managing Director, and Wealth Manager at Steward Partners Global Advisory in Clearwater, Florida was named to the AdvisorHub 100 Advisors to Watch-Under $1 Billion. We expect big things from the three of them in the coming years." "Although they all operate in different regions, they share a commitment to putting clients first in everything they do and are reaping the rewards of that focus. "Todd, Tim, and Tom have all built outstanding practices and have been great partners since joining Steward, and we couldn't be prouder of their accomplishments," said Jim Gold, CEO and Co-Founder of Steward Partners Global Advisory. affiliated with Steward Partners, on being honored by AdvisorHub's 2023 Advisors to Watch List. WASHINGTON, J/PRNewswire/ - Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, currently celebrating its tenth anniversary proudly salutes Todd Hoffman, CFP®, CPM® of Hoffman Private Wealth Group at Steward Partners, Tim Davis, CFP® of Davis Executive Wealth Management Group at Steward Partners, and Thomas Briggs of Plaza Advisory Group Inc.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |