Jim Gold serves as CEO, is a Founding Partner, a Board Member, and a member of the Executive leadership team at Steward Partners Global Advisory. He has extensive experience in the financial services industry,
having held several senior-level roles, most recently as Executive Director at Morgan Stanley. Prior to assuming his current role, Mr. Gold ran the Southern Connecticut Complex, headquartered in Greenwich
CT. Mr. Gold spent 18 years with Smith Barney, beginning in 1995 as a Financial Advisor. He went on to hold numerous management positions at the firm, including National Training Officer, Assistant Branch
Manager, Branch Manager, and Complex Manager. Mr. Gold received numerous accolades from the firm during his tenure, most recently he was recognized for his accomplishments in Diversity.
Mr. Gold supports numerous charitable organizations including: The American Heart Association, St. Jude’s Children’s Hospital, The Pan Mass Challenge, The Wounded Warrior Project, Wreaths Across
America, The ASPCA, and The World Wildlife Fund
Mr. Gold attended Stonehill College. He currently lives in Ridgefield Ct. with his wife Elizabeth and their children Will, Conor, Kiera and Braedon.
Greg Banasz serves as Director of Business Development, a Wealth Manager, and is a founding partner at Steward Partners Global Advisory. He has 23 years of experience in the financial services industry.
Greg most recently held the role of First Vice President of Wealth Management and Complex Business Development Officer for Morgan Stanley. He began his career with Legg Mason in 1991 and held several
management positions in Baltimore, MD, Washington, DC and McLean, VA. In 1998, Greg was promoted into management, beginning as Director of Branch Administration for the Central Region. In 2005, he
was promoted to Complex Manager of the Western Maryland Complex, headquartered in Frederick, MD.
Greg currently serves on the Special Gifts Committee of the Frederick Memorial Hospital. He currently is part of the Good Samaritan Order of FMH Health System and The Tivoli Society for The Weinberg
Center for the Arts in Frederick, MD. He previous led and participated in several community and national benefit programs including the The National Kidney Foundation, Big Brothers & Sisters
of Maryland and Montgomery County School’s Financial Literacy Program.
Greg is a graduate of Towson University with a Bachelor of Science in Finance. Greg lives in Frederick, MD with his daughter, Autumn.
Jeffrey C. Gonyo serves as Divisional President, a Wealth Manager, and is a Founding Partner at Steward Partners Global Advisory. He has over 25 years of experience in the financial services industry. Prior
to Steward Partners, Jeff held the role of Senior Vice President of Wealth Management and Branch Manager for Morgan Stanley.
He began his career with Merrill Lynch in 1993 as a Financial Advisor in Albany, NY. In 2003, Jeff was promoted into management, with Smith Barney in Albany, NY. In 2007, he was promoted once again to the
role of Branch Manager in the Greater DC Metro area.
Jeff, has managed and built several branch office locations during his tenure as a Branch Manager and Divisional President. In this time, he has been recognized for various accomplishments in the areas of
Business Development, Diversity and Inclusion, Banking and Lending and Community Service.
Jeff currently serves on the Board for Montgomery County Public Schools Educational Foundation and the Advisory Board for the College of Business at Bowie State University. He attended Siena College, where
he received a Bachelor’s of Science in Finance with a concentration in Accounting. Jeff lives in Rockville, MD with his boys Michael, Nicholas, and Jeffrey II.
Jim has worked in Financial Services for over 30 years, predominately in senior leadership roles. Jim has spent the past 23 years as a Market Leader in New England for Wells Fargo and its predecessor firms.
Jim earned his BBA from Pace University in 1984 and began working at Prudential-Bache. Until joining Steward Partners, Jim had worked his entire career at Wells Fargo which spanned over 30 years. While there
he held positions on the Wells Fargo New England Partnering Board, Wells Fargo New England Reputation Committee and the Branch Manager Advisory Council. Jim’s community involvement in New England
includes the Red Cross of Massachusetts, New England Center for Homeless Veterans and the Greater Boston Food Bank. Jim lives in Andover, MA with his wife and three children.
Chris is a Divisional President at Steward Partners Global Advisory. He has worked in the financial services industry for over 25 years, spending the last 18 of those in senior leadership roles.
Prior to joining Steward, Chris was an Executive Director and Complex Manager at Morgan Stanley in Dallas, TX. Before moving to Texas, Chris held a variety of management roles at Morgan Stanley/Smith
Barney such as a Branch Manager in the Philadelphia markets, Assistant Branch Manager in Boston, MA, Assistant Divisional Director in NYC and Sales Manager in Florham Park, NJ. Prior to being promoted
into management, Chris was a Financial Advisor for Smith Barney in NJ for over 5 years. Chris graduated from Syracuse with dual majors in Biology and Physiology and has lived in Dallas, TX
for 12 years with his wife Maggie and two children.
Chris recently completed a three year term on FINRA’s District 3 Committee, comprising of Senior Registered Principals from multiple firms of size, representing the Texas, Florida and Louisiana region.
He and his family have been involved in multiple local charities and organizations including The Family Place of Dallas, North Texas Food Bank and The OneMind Organization of Napa, CA.
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A realistic financial plan that will allow you to follow.
GATHER AND ANALYZE
Assess your current financial and investment background and discuss your goals.
The beginning of a successful financial plan starts with establishing a relationship between the advisors and you, the client.
Use the financial plan developed to achieve your goals.
Reevaluate periodically to make sure we are achieving your goals.
The Guardian Asset Management Group at Steward Partners offers a variety of annuity solutions that best fit your needs including:
Variable annuities are a tax-deferred investment vehicle designed for retirement income and typically are accompanied by a guaranteed lifetime income rider provided by the issuing insurance company. Returns they deliver are based on the
performance of the underlying securities, and usually offer a wide array of securities that the annuity holder can choose from.
Fixed annuities are designed as savings vehicles, similar to a CD, and are built for safety of principal and a consistent, guaranteed return. They offer a guaranteed minimum interest rate and tax-deferred accumulation.
Adding an income annuity to your portfolio may be a way to create not a lifetime payment stream, but also potentially produce more assets for growth and liquidity.
One of the most rewarding aspects of substantial wealth is being able to share it with others. Your Steward Partner’s wealth manager, working with your legal and tax professionals, can help develop a plan that enables you to maintain the
lifestyle you deserve now while also building a financial legacy.
Addressing the complexities of wealth in today’s markets requires professional guidance, a disciplined process, and access to an extensive set of product and service solutions. The Guardian Asset Management Group at Steward Partners Global
Advisory can provide direction in implementing not only traditional investment solutions but also more sophisticated investment alternatives – both now and as your life and objectives change over time.
Whether you are early in your career, actively contemplating retirement or already retired, we can help ensure you have the resources you need for the retirement lifestyle you want.
The Guardian Asset Management team at Steward Partners offers a comprehensive range of retirement planning services, savings options that permit both tax-deductible contributions and tax-deferred earnings, and a dedicated and knowledgeable
staff to help with planning your retirement. In addition, we can assist you in developing your overall financial plan to achieve specific goals through targeted tools including 401(k) plans, traditional IRAs and Roth IRAs.
A carefully crafted estate plan allows you to control your assets while passing your wealth on to your beneficiaries efficiently and in a manner that reflects your personal values and objectives. The Guardian Asset Management Group at
Steward Partners Global Advisory provides a range of consulting services to help you develop a customized estate plan, including wealth replacement strategies, complete trust services, tax strategies and more.
IRAs Company-sponsored retirement plans Life insurance
With all the demands and decisions parents face, one important aspect of planning for a child’s future is often unintentionally overlooked – college. However, with tuition rates rising, it should be at the top of every parent’s planning
list – no matter the child’s age.
What’s more, saving for a child’s education doesn’t necessarily have to rest entirely with parents. With the flexibility and convenience of today’s savings plans, many alternatives make good sense for grandparents, aunts and uncles, other
family members and friends.
You have big dreams for the aspiring academics in your life. Don’t let a lack of planning sidetrack those aspirations. A Steward Partner’s wealth manager has the expertise and resources to help you explore your savings plan options as
well as other funding strategies.