An Employee-Owned, Full-Service Independent Partnership

 

A Partnership Built By and For Today's Wealth Advisors and Their Clients

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A Partnership You Can Trust

For Our Clients, Our Communities
and Our Families

Steward Partners Global Advisory is a leading independent private financial services firm, with professionals focused on client service and delivering multifaceted financial solutions to those we work with and their families.
 

Services

Advisory Services

Steward Partners Global Advisory professionals offer a wide array of advisory services which can be customized to fit your unique situation or family plan. Our advisors have numerous options available to you through Raymond James Financial Services. Our advisory solutions help our financial advisors and their clients succeed beyond financial planning.

Banking and Lending Strategies

The road to wealth and long-term financial stability requires that you manage your liabilities just as thoughtfully as you manage your assets. Whether you need funds to launch a new business venture, buy a new home, or even assist with college tuition, we have the tools you need to move forward with your plans. Steward Partners Global Advisory professionals through Raymond James offers a complete suite of lending products to help you gain access to capital quickly and cost-effectively.

Wealth Planning

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. Your Steward Partner’s wealth manager 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.

Institutional Consulting

Your Steward Partner’s wealth manager can lead your organization through the institutional investment process in conjunction with the resources of the Raymond James Institutional Consulting Services team. Contact us for more information on the Raymond James Institutional Consulting Services team.

Insurance Planning

Steward Partners and Raymond James Insurance Group’s mission is to make it easy for financial advisors to provide substantive insurance and annuity solutions to meet their client’s unique needs.

STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.

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. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.

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Steward Partners Global Advisory Logo

AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP

Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.

FULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM

Steward Partners Global Advisory uses Raymond James as custodian for all assets and securities held on our clients' behalf. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 8,400 associates worldwide and $1.17 trillion in total client assets*, the company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

Raymond James Logo

In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.

Steward Partners Global Advisory selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.

Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.

Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners Investment Advisory acts as fiduciary to our advisory clients. This means that The Firm has a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

*As of 6/30/2021
**https://www.sec.gov/divisions/investment/advoverview.htm
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock


Recognition

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Steward Partners Global Advisory, LLC.

Headquarters:
1776 I Street NW
Suite 700
Washington, DC 20006
Toll Free: (844) 801-8268
Main Office: (202) 930-6000
Fax: (202) 506-2251
Email: stewardpartners@stewardpartners.com
 
 
 

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