WASHINGTON, Feb. 23, 2018 /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 Alan Raffer, Director, Sherry Birnbaum CFP®, Senior Vice President, and Jeremy Raffer, Senior Vice President, of the Raffer Investment Group have joined Steward Partners from Wells Fargo, where they managed over $170 million in client assets. The three advisors will be based in Steward's newest office in Paramus, New Jersey, which launched in November of last year.
"We're excited to welcome high-caliber advisors like Alan, Sherry and Jeremy to our team," said Jim Gold, Steward's chief executive officer. "They will be an outstanding complement to the partners at our new Paramus office. The Raffer Investment Group epitomizes what Steward Partners is all about: great people running great businesses."
For Alan Raffer, Steward's model offers the best of both worlds. "Being independent means that we have the flexibility to create and manage investment plans that prioritize our clients' goals and help them to prepare for their financial futures. At the same time, the combination of Steward Partners and Raymond James provides our team with the resources, technology and support to enable us to deliver the concierge-level service that our clients deserve."
"We were very impressed by the management team and firm culture at Steward," added Sherry Birnbaum. "The idea of partnership and equity ownership appealed to us as well. As we considered our options, we needed to assess how to move forward in a way that enhanced the strong relationships we've built over the years with our clients. The more that we learned about Steward Partners, the more convinced we became that this was the right decision for both our team and our clients."
Jeremy Raffer likewise noted the advantages of Steward's relationship with Raymond James. "The platform is exceptionally sophisticated, and it offers all the products and services that individual investors require. Having the freedom to develop client-focused financial planning strategies and the infrastructure to execute on those strategies is really a winning combination."
Since November 2013, Steward Partners has added over 90 advisors with over $62 million in trailing 12-month production and over $8.5 billion in total client assets. In 2017 Steward Partners announced the openings of the firm's ninth, tenth, eleventh and twelfth locations, in Clearwater, Fla., Boston, Baltimore and Paramus, N.J., respectively.
About Steward Partners Global Advisory
With offices in Albany, N.Y., Andover and Boston, Mass., Baltimore and Bethesda, Md., Clearwater, Fla., Keene, Manchester and Portsmouth, N.H., Paramus, N.J., New York City and Washington, D.C., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational 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 4,300 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 7,500 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $750 billion.
Steward Partners Holdings, Steward Partners Global Advisory, LLC, and the Raffer Investment Group maintain a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.
SOURCE Steward Partners Global Advisory, LLC