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
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
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
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
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.
Tim is a Divisional President at Steward Partners Global Advisory. He
has worked in the financial services industry for 24 years spending
over 17 in senior leadership roles. Prior to joining Steward
Partners he was most recently a Managing Director/Market Manager at
Wells Fargo Advisors, having also spent time at both UBS and Morgan
Stanley, the latter as Southern NJ Complex Manager.
Tim began his career on Wall Street in the mid 1980's and
returned to the business in 1997 as a financial advisor. He has been
recognized as a Top 100 Branch Manager* for 2014-2016 in the annual
On Wall Street survey and in On Wall Street Magazine's Top 10
Managers for 2017.
Tim graduated from Providence College with a degree in Finance. He
has three grown children and lives with his wife Jamie on the Jersey
Shore. Tim enjoys golf, ice hockey and music and is an active
participant in many of the local charities and food bank.
Award Disclosure: On Wall Street named Tim
Sheridan on of the top branch managers in the country. On Wall
Street, in partnership with New York Life/ Mainstay Investments,
throws a spotlight on the top managers with their Annual Branch
Manager Awards. This year’s accolades fall to 100 Honorees
that have been nominated by their firms and then selected by the
editors of the magazine. Nominees must be employees at a major,
leading brokerage firm and are evaluated on leadership, dedication
to superior client service and their ability to recruit, develop and
retain talented advisors. The final honorees were selected by four
judges” Research Directors, Bill Butterfield and Alois Pirker,
of the Aite Group; Associate Director, Kenton Shirk, at Cerulli
Associates, and Steward Lee, Ceo of the Lee Training; based on a
quantitative and qualitative review of the data from two surveys,
one filled out by persons making the nomination and the second by
the nominee. Raymond James is not affiliates with On Wall Street,
New York Life/ Mainstay Investments, Bill Butterfield, Alois Pirker,
Kenton Shirl, Stewart Lee, or the organizations these individuals
represent. This recognitions may not be representative of any one
client’s experience is not an endorsement, and is not
indicative of the advisor’s future performance. Neither
Raymond James nor any of its Financial Advisors pay a fee in
exchange for this recognitions.
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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
Company-sponsored retirement plans
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.