Beth Sweeney is a Managing Director at Steward Partners. She has been in the industry for 22 years, 21 of those at Wells Fargo Advisors and its predecessor firms as a Senior Vice President of Investments. Beth has been helping high net worth individuals & business owners realize their financial goals & dreams. She takes a holistic approach when working with her clients. Beth develops a customized financial plan based on their goals, risk tolerance and time horizon then implements an investment strategy to help achieve her clients’ goals & dreams.
Beth enjoys working out, traveling, and spending time with her family. She is also a gourmet cook.
She lives in Sharon, MA with her husband Eric & their 5 children.
Eric joined Steward Partners as a Wealth Manager with his wife Beth Sweeney. Combined they have 24 years of wealth management experience. Eric has a true entrepreneurial spirit. He has spent years owning and managing a variety of businesses, many in real estate and development, as well as ventures in agriculture, fitness clubs, restaurants, and a brewery. His business acumen and experience makes him a great partner in the financial services industry by helping his clients, many which are business owners and entrepreneurs, make solid decisions about their business and personal finances.
Eric graduated from the University of Nebraska – Lincoln with an A business degree, where he was a member of the football team.
Eric is an avid golfer, enjoys basketball, coaching, and spending time with his family. He surrounds himself with like-minded, competitive people.
Eric lives in Sharon, MA with his wife Beth and their five children.
Travis is a Director at Steward Partners Global Advisory. As a wealth manager, he has a deep passion for understanding global inter-market relationships and how those relationships impact clients comprehensive wealth planning strategies. He is an integral part of executing asset allocation plans and implementing portfolio management strategies designed to meet plan objectives as defined by cash flow modeling and client risk expectations.
Prior to joining the firm, Travis was a Senior Portfolio Manager at Risk Paradigm Group where he designed, implemented and monitored equity portfolio’s for high net worth clients. He would develop Asset Allocation Models with a global macro focus. The objective was to minimize risk and meet financial plan return objectives. Travis uses his broad and in-depth understanding of securities across all asset classes, including alternative strategies, structured products and option strategies.
As a Certified Portfolio Manager (CPM)® Travis successfully completed the curriculum at Columbia University which included the study of the theory and practice of asset pricing, asset management, risk management, corporate finance, fixed income analysis and foreign exchange.
Currently, Travis lives in Billerica with his wife Sue and children Harrison, James and Greta.
I love working with people, getting to know them and understanding how we can help them reach their goals. I come to work knowing that I’m looking after the people to the left and to the right of me as well as families who need financial help. My days are filled with interesting and dynamic challenges of anticipating problems and needs and addressing them promptly. I take pride in planning and being prepared because nothing feels better than getting everything done right the first time and beating everybody’s expectations.
My background, and innermost impulse, is teaching/education which really comes through in my work of communicating clearly and making a meaningful connection with families we serve. I’ve come to realize that having tools and expertise is only one piece of the relationship. But what’s more important is the empathy and the mindset to work together to formulate a plan. In my 15 year long career, I’ve been trained to become an expert in many fields but the rapport I have with families motivates me to provide anxiety-free experience, to reach out and stay in touch.
When I’m away from work, I love learning about people around me, helping in the community and spending time with my family. I’m a big believer that simple acts of thoughtfulness can inspire a chain reaction. I’ve seen it around me while talking to neighbors, friends or fund raising for schools or children’s causes. It’s my way of showing that we are true stewards of the tenet we hold dear: treat others the way you want to be treated.
I’ve been married to my husband since 1999 years and we have two energetic and curious children both in elementary school. We love family game nights, biking in a park, Lego challenges and curling up on a couch with a good book. Family reminds me that you never stop learning and to embrace challenges and complexities of life.
Working closely with Chris and Aaron, Vas Vlcek creates an enhanced client experience at The Washington Wealth Group. He directs all operational functions and supports the team by executing trades and transactions, preparing documents and performance reports, and setting up and servicing all accounts. With a get-it-done attitude and a systematic approach, Vas is perfectly suited for his vital role.
Prior to joining The Washington Wealth Group in 2014, Vas graduated with highest honors from Marymount University in Arlington, Virginia with two bachelor’s degrees in Economics and Political Science. He was then employed as a research and staff assistant at the International Monetary Fund from 2011 to 2012 and as a Registered Client Associate at RBC Wealth Management from 2012 to 2016. In 2016, Vas was the recipient of the RBC Wealth Management Award of Excellence. He currently holds Series 7, 66, and 31 securities licenses.
Most of Vas’ free time is spent with his wife and two young daughters. He also partakes in a number of sports, including skiing, soccer, tennis, mountain biking, and hiking.
Gary serves as New England Sales Director, Founding Partner and Wealth Manager for Steward Partners Global Advisory in the Portsmouth, New Hampshire Office. Gary brings 15 years of experience in creating financial planning strategies, asset allocation models as well as support with corporate retirement plans.
Gary’s practice focuses primarily on high net worth individuals and families as well as business owners. Gary works with clients by first listening to clients’ needs and financial goals. He then assists clients in designing a long term investment plan based on the fundamentals of asset allocation and provides guidance in choosing the investment choices to help clients reach their financial goals.
Gary earned his BS in Accounting and Finance from Worcester State College. He also earned the designation of Chartered Retirement Plans Specialist (CRPS) from the College of Financial Planning.
Gary and his family reside in Amesbury Massachusetts. In his free time, he enjoys golfing, fishing and volunteering for Amesbury Youth Sports.
George serves as the Chief Financial Officer of Steward Partners Global Advisory. George has over 27 years of experience in the financial services industry. George’s most recent role was Chief Operating Officer of RidgeWorth Investments. Prior to being COO, George was the Chief Financial Officer and Chief Operating Officer of Seix Investment Advisors LLC. Early in his career George was a Vice President at Deutsche Bank and an Audit Manager within the asset management practice of Deloitte & Touche.
Throughout his career he has been a transformational finance and operations executive primarily engaged in the investment management space. A trusted business advisor to senior management and fund boards with expertise in financial strategy and planning, operations management, public and private fund implementation and acquisition due diligence. Addressing complex business challenges, driving productivity improvements and creating reductions of non-value adding expenses have been the hallmarks of George’s career.
In his most recent role George was responsible for the operations, technology and infrastructure while leading the consolidation of multiple boutique systems onto one shared service support platform. George was responsible for the creation of the support structure surrounding a Cayman On-shore\Off-shore Fund structure as well as the creation of a Dublin based Qualifying Investors Alternative Investment Fund (QIAIF). During his tenure at RidgeWorth and Seix, George has been a member of the Executive, Risk Management and Investment Policy Committees. George was also the Chairman of the Firm’s Operating Committee.
George earned a BBA in Business Administration from Pace University, Pleasantville, New York. George is a Certified Public Accountant in the State of New York.
Sheryl Weinberg is a Partner, Vice President and Senior Client Administrative Manager.
Sheryl began her career at Merrill Lynch as a Sales Assistant from 1997 to 2007 on a Wealth Management Team with three Financial Advisors. The team left the firm and went to UBS Financial Services where she worked until 2009. She then worked as a Client Assistant at Wells Fargo Advisors from 2012 to 2017. Sheryl joined the Team at Steward Partners in 2017. She focuses on Administrative, Operations, Marketing and Client Services.
Sheryl resides in Paramus with her Fiancée, Robert and her two children.
Crystal’s expertise is the coordination and reconciliation of all aspects related to client support including new accounts, account transfers, account maintenance, account funding/distribution and responding to requests.
Crystal has worked in the Financial Services industry for over ten years. Prior to joining Steward Partners Global Advisory, she started her career at Wachovia Bank and was at Morgan Stanley. She has experience in Sales, Human Resources and Client Service.
Crystal is a graduate of the University of Maryland. She also attained a Master’s of Business Administration in Human Resources from the University of Phoenix. She lives in Odenton, MD and has two children – Marché and Christian.
Conor serves as Vice President and Client Administrative Manager. Formerly with Morgan Stanley Conor is a performance driven professional who helps maintain our clients review process. His responsibilities include preparation of client reviews, processing service request, and extensive operational support. He is Series 7 (General Securities Representative) licensed.
Conor graduated from the George Washington University with a B.B.A degree majoring in Finance. He is a native of Pomfret, CT and has been living in the Washington, D.C. area for the past six years. He enjoys playing squash and exploring the local area’s golf courses in his free time.
Joe Wong serves as a Director, as well as a founding partner of Steward Partners Global Advisory. As a wealth manager, Joe leads an investment team within Steward Partners Global Advisory. Together with business partner Rodger Friedman, their focus is advising and coaching middle class millionaires in creating and implementing customized retirement income strategies that allow them to enjoy their retirement with confidence. This process helps them to truly understand each client’s unique needs and changing circumstances.
Joe graduated magna cum laude from University of Maryland in 2002. Joe obtained the CERTIFIED FINANCIAL PLANNER™ (CFP®) certification from the CFP Board and the Chartered Retirement Plans Specialist (CRPS®) designation from the College for Financial Planning.
Joe is a board member of Asian American LEAD, a local non-profit, that provides educational enrichment and youth development programs to low-income and underserved Asian American youth in the Washington, DC metro area.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™ and CFP® in the U.S., which it awards to individuals who successfully complete CFP Board’s initial and ongoing certification requirements.
Michele joins Steward Partners with over 30 years of customer service, operational and sales support. She began her career with Butcher & Singer in 1983. Prior to joining Steward Partners, Michele worked as a Senior Registered Client Associate for a team of advisors at Wells Fargo Advisors. With her customer service experience, Michele’s priority has always been to have meaningful client relationships and to provide exceptional customer service and support. She is Series 7, 66 and Life, Health and Variable Annuity Insurance licensed.
Michele lives in Danbury, Connecticut and has three children. When she is not helping clients, Michele enjoys the theater, working in her gardens and volunteering at local community organizations.
Cary is a Managing Director for Steward Partners Global Advisory and founding partner of Steward’s Newtown, CT office. He has over 18 years of experience in the financial services industry. Prior to joining Steward, Cary started his career at Prudential Securities, then becoming Wachovia Securities. Most recently Cary spent the last 10 years at Wells Fargo Advisors as part of the Kortze Private Investment Management Group.
Cary graduated from Keene State College with a bachelor of science degree in Business Management. Cary and his wife Lucy have two children, Aiden and Claire and live in Newtown CT. They enjoy volunteering with their kids youth sports activities, playing golf and enjoying the outdoors.
John is a Managing Director for Steward Partners Global Advisory and founding partner of Steward’s Newtown, CT office. He has over 25 years of experience in the financial services industry. Prior to joining Steward, John started his career at Prudential Securities, then becoming Wachovia Securities. Most recently John spent the last 10 years at Wells Fargo Advisors as part of the Kortze Private Investment Management Group which he founded with his brother Cary Kortze.
John graduated from Cornell University with a bachelor of science degree in Applied Economics and Business Management with a minor in Marketing. John spent over 20 years volunteering in his community first on the Legislative Council and the Board of Finance and also served on the Newtown Memorial Fund Board. John and his wife Tara have two girls, Cassidy and Keeley and live in Newtown, CT.
Derek Majkowski, CFP® serves as a senior vice president and partner of Steward Partners Global Advisory. He has almost 25 years of experience in the financial services industry, and is a CERTIFIED FINANCIAL PLANNER™ professional. Over the course of his career in advising his clients, he has also been charged with managing duties over branch operations, recruiting, and training. Derek spent the first 12 years of his career at OLDE / H&R Block Financial Advisors and the past 10 at SunTrust Securities (2) and Wachovia Securities / Wells Fargo Advisors (8).
Derek has a Bachelors Business Administration in International Business with a Minor in Economics from James Madison University, 1994. In addition, he has an Executive Certificate in Financial Planning from Georgetown University 2004. Derek lives in Mclean, VA with his wife Amanda, daughter Kylee and son Tyler. He spends most weekends on baseball fields and enjoys some summer time at the beach.
Stephanie is a Vice President of Steward Partners Global Advisory. She has more than 12 years of experience in executive leadership for financial firms. She is skilled in investment analysis and portfolio construction and has experience and knowledge across financial instruments, hedge funds, financial markets, accounting and legal concepts. She served as a Vice President in the Capital Introduction group for Goldman Sachs & Co., Inc. in New York City, Director of the Insignia Legacy Fund for Meritage Capital in Austin, Texas, and Assistant Vice President for Alterra Capital in New York City.
Stephanie earned her law degree and Master’s in Business Administration from the University of Texas at Austin and a DEJEI from the Université de Paris X-Nanterre. She completed her undergraduate studies with a Bachelor of Science degree from the School of Hotel Administration at Cornell University. She is a Chartered Financial Analyst (CFA) and a retired member of the New York State Bar.
Stephanie serves on the Board of Trustees of Ellis Medicine as the Chairperson of the Finance & Planning Committee and as a member of the Investment and Audit Committees. Stephanie and her husband Chris have two children, Grace and Henry. In her free time, Stephanie enjoys golf, working out, genealogy, and traveling with her family.
Brett Diamond is a Managing Director and Partner at steward Partners Global Advisory. For more than 19 years, Brett has been providing customized advice and investment solutions to financially successful individuals, multigenerational families, and small business owners in the Dallas/Fort Worth area and across the country.
A graduate of the University of Kansas where he earned his B.S. degree in business with a minor in finance, Brett began his financial services career with Fidelity Investments in 1999. He joined the Morgan Stanley family a year later for the opportunity to work more directly with successful individuals and families.
Brett understands that family dynamics are often complicated and require customized planning, and works diligently to combine effective listening and thorough research to provide clients with a boutique style of financial planning, helping them achieve their priorities at every turn.
For the past decade, Brett has been devoted to philanthropic efforts that closely align with his Jewish heritage. He works closely with the Jewish Federation of Greater Dallas. Brett serves on the Dallas Chapter of AIPAC – The American Israel Public Affairs Committee, and is a founding board member of Jewish Education Texas (JET) . For his focus and dedication, Brett was recognized as one of the 10 finalists for The Dallas Foundation’s Good Works Under 40 award in 2010, and the Bnai' Zion Foundation honored him with its Community Leadership Award in 2012. In 2013, Brett was recognized as an outstanding volunteer for the Jewish Federation of Greater Dallas.
Away from the office, Brett enjoys riding his bike, traveling and spending time with his wife Roxy and their three children, Ava, David, and Leah.
Jason Bottenfield, CFP®, CDFA® is a Managing Director and Partner at Steward Partners Global Advisory. A former relief pitcher drafted in 1999 by the Boston Red Sox organization and a seasoned Financial Advisor for more than 16 years, Jason understands firsthand the unique challenges successful individuals and families face. He believes that successful people all share a common bond: They encounter a large number of important life events that demand specialized and timely financial guidance to help them make the right decisions for themselves, their careers and their families.
Over the years, Jason has built a successful practice educating and advising clients on how to better understand and manage their total financial picture. Through an effective use of resources and the coordination of a trusted team of advisors, Jason focuses on inspiring his clients with a level of confidence, so they can spend less time worrying about their finances and more time doing those things that matter most to them.
Aside from being an avid sportsman and classic car builder, Jason gets his energy and inspiration from his wife, Brandi, and the twins, Kinley and Chance.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
With over 30 years of experienced in the financial services industry -- including 18 years as a senior trader on the options trading desk at Prudential Financial in New York City – Donna Petrucello transitioned to client service in 2006, working for UBS and Smith Barney in New York. In 2008, she relocated to Dallas to join Brett and Jason as a Registered Client Associate and has been a vital member of the team ever since.
Donna possesses broad experience in financial services and provides personal and responsive client service. Donna maintains her Series 4, 7, 63 and 66 licenses, as well as her state registered general lines insurance license.
Born and raised in Brooklyn, New York, Donna earned her B.S. degree in marketing from Fairleigh Dickenson University in New Jersey. Her outside interests include gardening, home improvement projects, wine tasting, healthy gourmet cooking and walking in her Lakewood home neighborhood.
Andrew began his career in the financial services industry at Merrill Lynch in 2016 where he learned the tools of the trade while he prioritized the understanding of families’ particular financial conditions. Most critically, he worked to develop a candid strategy that bridges the clients’ goals with realistic expectations. Through a mutual partnership and on-going dialogue, Andrew and his clients work together to create and implement a strategy that can help achieve both personal and financial security. For Andrew, listening closely and being a partner to his clients is the ultimate goal.
In search of community involvement, Andrew is a member of the Seacoast Rotary Club and currently serves on the YMCA of the Seacoast Advisory Board.
Andrew followed his passion for adventure to Jackson Hole, WY from 2010-2015 before being drawn back to the comforts of New England and New Hampshire’s seasonal beauty. He grew up in Greenwich, CT where he attended Brunswick School before graduating from Hamilton College. Andrew lives with his wife, son and their Australian Shepherd and enjoys skiing, golf, and just about anything to get him in the outdoors with family and friends.
Rob has been a financial advisor since 1998. He is a problem solver who works to simplify high-net-worth clients’ financial lives. He assists clients in identifying and prioritizing their various goals—including estate planning services, investments, tax minimization strategies, wealth transfer and retirement income—then developing strategies that may be customized to suit their personal circumstances and their own unique feelings and attitudes.
A graduate of Phillips Exeter Academy and Hamilton College, he has been involved with numerous local non-profit organizations including The Seacoast Land Trust (former board member), The United Way of the Greater Seacoast (former cabinet member), The Krempels Center (former board President), New Hampshire Public Radio (former Trustee and current committee head) and Big Brother Big Sister of the Greater Seacoast (former mentor). He has also served as a part time Instructor at UNH’s Whittemore School of Business & Economics.
Rob resides in Rye, NH with his wife and family. He enjoys golf, platform tennis, squash, skiing, playing the drums, and spending time with his family.
Christina L O'Donnell follows a disciplined process that begins with first taking the time to fully understand each client's particular needs, concerns and priorities and is passionate about delivering excellent service. Christina holds the Chartered Retirement Planning CounselorSM designation.
As a fully licensed Senior Registered Client Administrative Manager, Jenny assists the team by monitoring and servicing our clients individual financial lives. She reaches out to clients regularly to provide a detailed and exceptional experience. Dedicated to delivering high-touch, tailored service, she focuses on problem resolution and coordinating personal financial reviews. In addition to handling client's transactional, account and administrative needs, she serves as their liaison with other team members and the firm’s specialists. During her career she has been recognized for her excellence in client service.
Jenny joined the financial services industry in 2000 and worked for 19 years at Merrill Lynch before joining Steward Partners in 2019. She graduated from the West Virginia Wesleyan College in 1999 with a degree in Sociology and a minor in Spanish. A resident of Portsmouth, she enjoys time spent with her husband, staying creative, being active and traveling.
Dennis Reynolds is a partner of Steward Partners Global Advisory. He has over 31 years of expertise as a Financial Advisor and Wealth Manager. He graduated from Franklin and Marshall College with a degree in Mathematics and an M.Ed in Math Education.
Dennis is a New Jersey native, having lived there most of his life. He began his career in teaching mathematics to middle and high school students. He then went on to work in the retail sector for ten years. He then left the retail business to go into sales with Ryan Beck and Co as a broker, and he has enjoyed his career for the last 30+ years. He has been married to his wife for 39 years and has three special daughters. Rebecca is an actuary, Jackie Lynn is a physician’s assistant, and Patricia Anne is an associate manager of compliance.
Dennis began target shooting as a hobby at the age of 16, and he has continued to develop his skills as a trap shooter. He competes seasonally in many national tournaments. His second love is walking along any beach, with his wife, while listening to the waves hit the shore.
Throughout his years in the brokerage business, he has sought out charities that help veterans, the homeless, and the hungry. He helps however he can, both personally and through his affiliation with Rotary International.
Debbie is a Senior Client Administrative Manager of Steward Partners Global Advisory. She has over 25 years of experience in the financial services industry.
She began her career as a Branch Manager for Howard Savings Bank. In 1993, she joined Prudential Mutual Fund Services where she held various positions including an Associate Manager of the Transfer of Assets and New Business Departments. In 2011, she started at Wells Fargo Advisors, joining the Elwood Wealth Management Group as a Client Administrator.
Debbie is committed to providing clients with excellent service and is responsible for the day to day operational support for the Elwood Wealth Management Group.
Debbie graduated from Rutgers University with a Bachelor’s degree in Business Administration. She lives in Roseland with her husband and son.
Nick is a Managing Director and Partner of Steward Partners Global Advisory. He has over 25 years of experience in the financial services industry having a number of different roles starting as Lead Assistant on a Fixed Income Middle Markets Desk at Merrill Lynch, to a Financial Advisor and Senior Portfolio Manager at both Merrill Lynch and UBS Financial Services. He graduated from George Mason University outside of Washington, DC. with a degree in Economics having the privilege of studying under a Nobel Prize winner as well as the developer of the Economic Theory of Public Choice. His expertise in creating and maintaining investment portfolios using capital flow analysis and sector rotation models in an attempt to capture market returns while reducing portfolio volatility is an integral part of his investment philosophy. Couple that with his belief that every person needs a financial plan to track and quantify their progression over time to help ensure they reach their financial and life goals. Only the proper merging of the two critical pieces of a successful plan gives investors the highest probability of success.
Nick is a Westchester County, NY native and currently resides in South Salem, NY. He is married and lives with his wife Julie and has three children; William a sophomore at Elon University, Michael a junior at John Jay High School and Andrew a 6th grader at John Jay Middle School. Nick has spent many years volunteering as a coach for all three of his son’s various sports teams as well as giving back to his community by volunteering for his towns Lake Committees to help raise funds for the watershed maintenance and as a Board Member. Nick also enjoys taking time to read, travel, run 5 and 10k trail races and play golf.
Joann joined Steward Partners Global Advisory in October 2018 as a Senior Operations Manager. She has worked in the Financial Services Industry for 25 years.
Joann began her career in New York City. She worked for Drexel Burnham Lambert for nine years in a variety of roles on the Options Trading Desk and then as a Senior Administrative Coordinator for the President of the firm.
After taking some time off to raise her three sons, Joann later returned to the Financial Services Industry in 2004 to A.G. Edwards & Sons and their successor firms Wachovia and Wells Fargo Advisors in Morristown, NJ as a Senior Registered Client Associate and then as Branch Liaison.
Joann lives in Mendham, NJ with her husband Scott. She enjoys visiting her three grown sons who live in Boston and Washington D.C and spending time with friends and family.
Joann holds her Series 7, 66, 9 and 10 securities registrations.
Thomas Arcidiacono joined Steward Partners in 2019 as a Vice President and Partner, with the focus of bringing his previous experience as a Vice President at Ayco, a Goldman Sachs Company to his Albany Wealth Group team at Steward. While at Ayco, Thomas counseled and implemented holistic financial plans with executives from Fortune 100 companies as well as high-net-worth individuals from around the country and will bring these same planning strategies to his clients at Steward Partners.
Thomas helps his clients build integrated financial plans which assist families in areas such as cash flow planning, investment management and estate planning. As a holistic advisor, Thomas views himself as his clients’ personal CFO ensuring the work and service he provides is integrated across all other financial disciplines of their life. In working with Thomas, you will find the relationship is a deep, continuing process- a collaborative conversation that continues throughout his client’s working career, well through retirement and far beyond with long-term legacy planning.
Thomas graduated from Union College where he was a two-time All-American football player as well as twice being named the school’s Male Scholar-Athlete of the Year. When Thomas isn’t working, he relishes all things sports related and spending time with his family enjoying outdoor activities. Thomas, his wife Mandi and their two sons’ Andre and Landon currently reside in Clifton Park, NY.
Ronnyjane Goldsmith is a nationally recognized investment manager specializing in the development of long-range financial strategies, retirement plan designs and municipal bond financing. She brings a unique combination of public and private sector experience to investment management.
Goldsmith, a Ford Foundation Fellow, received her Ph.D. in Behavioral Science from Temple University. In 2007 she was inducted into the Temple University Gallery of Success as one of 34 out of 250,000 living alumni who have distinguished themselves in their professional fields. Acceptance into the Gallery of Success is the highest award granted to alumni by Temple University,
Goldsmith dedicated the first half of her professional life to public service, holding appointed positions in Pennsylvania, Maryland, and California. As the finance official responsible for funding the $6 billion construction of the Los Angeles rail system, Goldsmith was the largest issuer of municipal bonds in the United States. In addition to her public responsibilities, while still in her twenties she was a candidate for the State Legislature in Pennsylvania. She also found time to teach at Temple University, Lehigh University and Johns Hopkins University. She is the recipient of numerous awards for excellence in financial reporting and investment management.
Goldsmith’s dedication to public service, well documented in newspapers throughout her career, is best illustrated by the retirement and benefit plans she developed and implemented. These plans include the Pennsylvania Senior Citizens Property Tax and Rent Assistance Program funded by proceeds from the Pennsylvania State Lottery, the only U.S. lottery that directs all of its net proceeds to programs for elderly residents, Since inception in 1972 more than $20 billion has been contributed to these programs.
In 1998 Goldsmith left public service to become an investment manager first at Merrill Lynch and then Morgan Stanley and currently at Steward Partners. She manages a discretionary municipal bond portfolio designed to take advantage of market inefficiencies in order to increase yield and a discretionary index portfolio and stock portfolio designed to enhance return by overweighting undervalued economic sectors that generate significant dividends or exhibit strong momentum. Together these portfolios generate tax-free current income and tax-efficient long-term growth.
At the same time Goldsmith left public service to work in private finance she established SIGGiving that began with her making a $100 donation to charity for each client referred to her. Over the decades, SIGGiving has grown to include programs providing medical assistance to children without hope; programs improving access to higher education for children without family support or financial resources; and programs to preserve our national heritage.
Goldsmith divides her time between Washington DC, San Francisco and Palm Beach. She is currently writing “Temple Made” about alumni of Temple University who started from modest beginnings and rose to the pinnacle of their professions. Proceeds from the sale of Temple Made are dedicated to The 57 Cent Fund, established by Goldsmith to assist students facing catastrophic and unforeseen life events.
Lori Ann Price is a Vice President and Senior Registered Client Administrative Manager. She has over 25 years of investment experience having worked at Smith Barney, Merrill Lynch and UBS Financial Services. Lori Ann is a performance driven professional who focuses on working with individuals helping to identify and prioritize their financial needs.
Lori Ann and her husband Lewis have lived in Hendersonville for over 18 years. They are active members of the Biltmore Church where they both are involved with many volunteer programs. In her spare time she enjoys traveling, camping, photography and spending time with family and friends.
Bill is a Director and Wealth Manager at Steward Partners Global Advisory. He has over 24 years experience in the financial services industry as a Financial Advisor. Bill works with high net worth individuals helping them develop an overall financial strategy, manage their investments and execute on their wealth management plans. Bill’s wealth management approach is to use wealth to help turn financial goals into reality.
Bill has been living in Hendersonville since 2001. He has served on the board of the Pardee Hospital Foundation, the Boys and Girls Club, Immaculata School Board and the Hendersonville Country Club. In his spare time he likes to hike, play golf, travel, give back to his community and spend time with his two children Billy and Madison.
Keith Morris is a Partner and Managing Director of Steward Partners Global Advisory. Keith began his career as a Financial Advisor in 1994 with Prudential Securities in Bala Cynwyd, PA where he developed his fundamental investment knowledge. He joined Legg Mason Wood Walker in 1997 to take a team approach in providing personalized financial advice for individuals, families, and institutions.
In 2005, Keith moved his practice to Wachovia Securities, a predecessor firm of Wells Fargo Advisors to further enhance his consultative approach with his clientele. In July of 2011, Keith founded Morris Capital Management Group. In 2013, Keith moved the practice to Raymond James.
Keith's goal with every client is to create a long term relationship built on trust. He knows that his most valuable assets are his relationships with his clients. With a focus on wealth accumulation and preservation, the group offers independent, objective, unbiased advice.
Keith earned a Bachelor's Degree at LaSalle University, where he played basketball and was a 4 year letter winner a 3 time NCAA tournament participant, and a 1 year NIT participant. He is also proud to say that his college coach was his dad, Speedy Morris. Keith is now an assistant coach for his father, on a part time basis, at St. Joseph's Preparatory School in Philadelphia, and has been doing so since 2001.
Keith has served on the Board of Directors of Inter-Community Action of Philadelphia, a non-profit corporation geared towards helping individuals with intellectual disabilities. He was an Advisory Board member for East River Bank in Philadelphia, 2008-2010. In 2011, Keith was honored by the Summit Chapter the PA Sports Hall of Fame for his meritorious service in the community. Currently, Keith sits on the board of the Nutritional Development Services (NDS), an agency of the Archdiocese of Philadelphia. The mission of NDS is to provide meals, food assistance and additional support to organizations serving children and the poor as an extension of the services and mission of the Roman Catholic Archdiocese of Philadelphia. Keith has also helped to raise funds for numerous charities, namely the North Light Community Center, the National Multiple Sclerosis Society, Coaches vs. Cancer and Beats for Bella.
Away from the office, Keith spends his free time with his wife, Tricia, and their 4 children, Margaret, Caroline, Macie, and Matthew. Keith also volunteers as a coach for any and all of his kids' little league activities.
For over 20 years, Howard has worked with clients on developing retirement strategies designed to achieve their life goals, while helping them protect and grow their assets through risk management. Howard believes in a client first approach, and recognizes trust and honesty are two of the most important values of an advisor/client relationship. He understands each client has their own financial background and therefore catering to each client’s separate needs, not one size fits all.
After graduating from Pennsylvania State University in 1994, with a Bachelor’s Degree in Quantitative Business Analysis, Howard started his career at Merrill Lynch in the retirement benefits division, and then as an Institutional Retirement Plan Conversion Specialist at The Vanguard Group. In 1998 Howard joined a predecessor firm of Wells Fargo Advisors until joining Morris Capital Management Group at Raymond James. Shortly thereafter, Morris Capital Management Group partnered with Steward Partners.
Away from the office, Howard enjoys spending plenty of time with his 2 teenage children, Tyler and Emily, along with their various sports activities. He also enjoys bicycling and snowboarding in his free time.
Betsy Madonna is a Partner and Wealth Manager of Steward Partners Global Advisory. Betsy enjoys educating and servicing her clients by creating financial plans that are tailored to their particular needs and goals. Betsy says, “You cannot expect to arrive at your destination unless you’ve got the roadmap to get you there.” She believes that in a time where advice and investments are easily accessible, an honest and trustworthy relationship with a financial advisor is more important than ever.
Prior to joining Raymond James, she spent six years as a Regional Marketing Director for Lincoln Financial Group. While working alongside financial advisors, educating them on retirement plan products, and sitting at the client’s kitchen tables, she developed a passion for helping families reach their financial goals. As she likes to put it, “Watching a client sigh in relief, knowing that they not only can retire, but can retire comfortably, is what this is all about.”
Betsy has also spent time on the Estate Planning side of the business for high net worth individuals in Wayne, PA while employed at Estate Strategies, Inc. Her time there opened her eyes to the importance of life insurance in most of her client’s portfolios.
Originally from Philadelphia, Betsy is a graduate from Temple University and currently resides in Plymouth Meeting with her husband Dan, and her sons Brody (4) and Cash (2). Betsy currently serves as a chair for Lifting the Limits for PKU of Philadelphia and runs the annual Project Rainbow Golf Outing benefiting the Drueding Center for homeless women and children. In her spare time she enjoys golfing at her home course, Whitemarsh Valley Country Club, and attending Philadelphia Phillies or Eagles games with her family.
Sandy is a Partner, Vice President, and Senior Client Administrative Manager with Morris Capital Management Group of Steward Partners.
With over 21 years of experience in the Financial Services Industry, Sandy joined Morris Capital Management Group in 2018. She has an authenticity that resonates with people. Her true passion and dedication are to the clients and she strives to provide them with exceptional client service. She interfaces with clients daily and is responsible for managing administrative, operational, and service-related areas.
Sandy began her career in 1998 as a Client Service Associate at Prudential Securities and then shortly after worked at UBS Financial Services in the same role. She spent 13 years in the Wells Fargo Advisors Private Client Group and Independent Business Channels working with two separate wealth management teams as a Senior Client Service Associate and a Client Relationship Manager.
Sandy was a member of the Wells Fargo Advisors’ Client Associate Advisory Board (CAAB), a board of other nominated peers that collaborates to improve the client associate role. She also attended The Barron’s Advisory Teams Summit in Las Vegas, a First-Class Conference that brings together elite advisors and their teams representing the leading wealth management firms in the industry.
A long-time resident of Havertown, PA, Sandy enjoys spending time with her family; most especially her beloved granddaughter, Noelle.
Christine Rafter, Client Administrative Manager with Morris Capital Management Group of Steward Partners Global Advisory.
Christine has been with Morris Capital since the fall 2017. Christine brings a unique perspective to our office as she was an elementary school teacher for over a decade before joining our office. Christine holds a Bachelor’s of Science and a Masters in Education. Coming into a new career path has been welcomed by Christine and she is eager to learn even more.
Away from the office, Christine spends time with her husband, Jimmy, and daughters Brooke and Evelyn.
Briana Iannaccone is a Transition Management Specialist for Steward Partners Global Advisory. She started her position in July of 2018 after completing an internship with the company, which started in November of 2017. Briana graduated from Ramapo College of New Jersey with a Bachelor of Science in Business Administration and Management with the honor of summa cum laude. While in school, she was awarded with a Beta Gamma Sigma Membership, inducted into the Tau Sigma National Honor Society, and made the Dean’s List consistently throughout her college career.
Some of Briana’s passions include photography, music, and dogs. She loves going down the shore on the weekends to Long Beach Island and spending time with her family and friends.
Adam Gelmon is a Wealth Manager, Vice-President, and Partner at Steward Partners Global Advisory. Adam provides broad based support for his team’s wealth and portfolio management services, with a particular focus on client relationships. He regularly speaks with clients to answer their questions about securities and portfolio analysis, and performs financial analytics for wealthy families, high-net-worth individuals, corporate executives, retirees, and small business entrepreneurs.
On top of providing traditional asset allocation and portfolio management services, Adam’s team works with many clients who have accumulated concentrated stock positions in one or a few specific companies. As a key contact in every client relationship, Adam helps explain the various monetization and diversification strategies that can be used to help mitigate risk and exposure for those clients, and then works with Executive Director Amy Sabin to put those strategies into action.
Another area of focus is to help provide investment knowledge and advice to the younger, millennial cohort. This group of investors tend to be hesitant to invest, which is particularly troubling given the transition of companies from offering Defined Compensation (pension) to Defined Contribution (401k) retirement benefits. As a millennial himself, Adam hopes to share his expertise to this demographic to help them better understand the importance of investing for their future.
Adam joined Steward Partners in 2019 after seven years at J.P. Morgan Securities. Adam graduated with a B.B.A. degree in Finance from Northwood University in Dallas, where he was named a National Association of Intercollegiate Athletics (NAIA) Scholar Athlete recipient. When he isn’t working to build his career, he likes to play golf and travel.
Amy Sabin is the Managing Director for the Sabin Group and Partner of Steward Partners Global Advisory. Amy and her team serve ultra-wealthy families and individuals whose primary goals are wealth preservation and growth. Amy serves as the relationship manager and asset allocation specialist for the group. Many of her clients have amassed concentrated stock positions to which she applies her particular knowledge of monetization and diversification strategies to help them reduce their risk and exposure.
In addition to traditional asset allocation and portfolio management, the Sabin Group may utilize sophisticated strategies such as prepaid forwards, exchange funds and other customized hedging strategies. The Sabin Group will help you maximize your earnings potential on cash and, when suitable, share the benefit that employing calculated leverage can offer a portfolio. Amy has over 26 years’ of financial advisory expertise, helping families to plan and achieve their financial goals. Her experience helps her bring a practical, commonsense approach to working with clients, carefully educating them in matters of risk, while offering prudent portfolio strategies. Her proficiency in dealing with the investment challenges and opportunities that significant wealth produces was gained when she joined the nation’s premier boutique investment banks in 1997, Donaldson, Lufkin &Jenrette. While at DLJ, she learned many tools to help preserve and grow wealth for the ultra-wealthy and learned to incorporate tax sensitivity and defensive positioning into portfolios.
She credits her integrity, coupled with the array of “best-in-breed” manager selection and “treating the client like a partner”, as the keys to her success. Amy began her financial services career at NationsBank in 1989, before joining Donaldson Lufkin Jenrette in 1997. In 2002, she proudly joined the entrepreneurial firm of Bear Stearns and remained with them through the acquisition of the entity by JP Morgan. That firm became known as J.P. Morgan Securities.
A graduate of Southern Methodist University, Amy earned a B.A. degree in Marketing at the Cox School of Business. She and her husband Tom live in Dallas and her hobbies include exercising, community involvement/philanthropy and spending time with her family and friends. She has served on the Board of Governors for Northwood University and the Board of Trustees for the Catholic Campus Ministry of Southern Methodist University. She currently serves in the community on several non-profit committees.Please keep in mind that investing involves risk, and strategies mentioned may not be suitable for all investors.
Elaine Hanna joined The Hoffman Private Wealth Group at Steward Partners in May of 2019 as a Client Administrative Manager. Prior to this Elaine worked in Operations at Morgan Stanley and Steward Partners as a Client Administrative Intern. Elaine’s primary role is to facilitate team operations and promote our concierge level of excellence in client service.
Elaine graduating from the University of South Florida in 2017 and is working toward obtaining her Series 7 and Series 66 Securities and Insurance licenses. Elaine is a Florida native and lives in nearby Dunedin. Elaine enjoys spending time with family, loves beach days and walking with her dog Kona.
Since starting his career in financial services, Braedy has developed a goal driven, team friendly approach to his work ethic. He understands that communication and trust are two keys to success in the industry, all while making sure that clients are receiving the upmost respect and attention.
After graduating with a degree in Finance from the Isenberg School of Management at UMass Amherst in 2015, Braedy started his career in the Global Tax Division of State Street Bank & Trust. He specialized in international tax, primarily focused with equity trading in Eurozone countries. In the fall of 2017, Braedy returned to the Isenberg School of Management to pursue his MBA in the full-time MBA program, concentrating in Finance. As an MBA candidate, Braedy worked on multiple consulting projects helping local small businesses improve operational efficiency, as well as completing an internship with Andersen Tax in their Private Client Services and Investment Consulting office. Braedy completed his MBA in May 2019.
Out of the office, Braedy enjoys spending time with his family out on the golf course or at the beach. He tries to spend as much time as he can on Cape Cod, where he bartends during the summer season. He is also an avid runner, hiker, and Fantasy Football fanatic. Go Patriots!
Gene Dooley is a Financial Advisor and Partner at Steward Partners Global Advisory. Gene’s focus is on creating strategies and solutions for high net worth individuals, their families, and their businesses, based upon the clients' risk tolerance, time horizon, liquidity needs, and overall goals. He believes in a holistic approach to wealth management, advising clients in such areas as education and retirement planning, asset allocation, portfolio construction, and lending.
Gene has been in the financial services industry since 2009, and joined Merrill Lynch Wealth Management in 2012. Prior to becoming a Financial Advisor, Gene enjoyed a successful 16 year career as both corporate sales executive and entrepreneur in the technology industry.
Gene is a graduate of the College of William and Mary, with a BBA in Marketing. He earned his MBA from the Cox School of Business at Southern Methodist University. Gene is an avid tennis player and horseman. He and his wife Annie live in Austin, Texas with their two children.
Wes DeVoe is a Wealth Manager and Partner at Steward Partners Global Advisory. Prior to joining Steward Partners, Wes worked at Merrill Lynch Wealth Management since 2016. His focus is working with business owners and high-net-worth individuals, as well as their families, to create strategies that help minimize their tax burden and create long-term financial wealth. He takes a personalized approach in creating a customized investment strategy that is reviewed frequently in order to pursue personal investment objectives.
While he enjoyed his time at Merrill, the opportunity to make a move towards greater independence was one that Wes could not pass up. As a highly motivated individual, he takes it upon himself to help guide and simplify all aspects of a client's financial picture, while earning their trust on a continual basis. The first, and most important step, is to listen and then design a plan with the client's risk tolerance, time horizon and overall investment goals in mind. Originally from Dallas/Fort Worth, Wes graduated from The University of Texas at Austin. In his spare time, he enjoys playing and watching all sports, hiking the outdoors, and eating all the wonderful food the great city of Austin has to offer.
Taryn Bertetto is a Partner and Client Administrative Manager of Steward Partners Global Advisory. Originally from Albuquerque, New Mexico Taryn graduated from the University of New Mexico where she was able to explore cultures and obtain a Bachelor’s degree in Business Administration. Taryn has been in the financial services industry since 2008 where she has cultivated and built strong relationships.
Taryn’s focus is developing relationships and serving high net worth clients and their families. Taryn helps clients as they pursue their long term wealth and growth. Taryn believes our clients are like our family and focuses in depth on relationships to prepare for life’s most difficult situations. In her spare time Taryn enjoys cooking, spending time with her family, and living life to the fullest.
Nathan joined Steward Partners as a Senior Vice President, Partner and Operations Manager in June of 2019. He has nine years of experience in the financial services industry. Prior to joining Steward Partners, Nathan worked for Fidelity Investments as a Workplace Advice Support Specialist, where he provided sales and operational support to Fidelity’s workplace advisors. Additionally, during his time with Fidelity, he held various roles in service, sales, and supervision. Nathan also recently spent time working for Santander Bank in their private banking group.
Nathan is a graduate of Saint Anselm College in Manchester, NH, where he earned a B.A. in Financial Economics. He currently resides in Nashua, NH with his wife Meaghan, and enjoys playing golf, going to the beach, and spending time on Cape Cod, MA.
Andrew joined Steward Partners Global Advisory, LLC as a Vice President, Financial Analyst in the New York office in September of 2019. Prior to joining the firm, Andrew was an Assistant Vice President at Morgan Stanley for 4 ½ years , where he focused in private equity access funds for their alternative investments division. Andrew began his career at Marks Paneth LLP, where he specialized in audit and tax for commercial real estate within New York City for 12 years.
Andrew received a BS degree in accountancy from Villanova University. He and his wife currently reside a block away from the beach in Long Beach, NY.
Darlene is a Senior Client Administrative Manager at Steward Partners Global Advisory. Darlene has over 25 years of experience in the Financial Industry. During her career she has worked in various roles at several well known financial firms where she has gained a substantial amount of experience in many aspects of the financial business. Her roles have included a Sales Associate at Morgan Stanley where she was responsible for servicing clients, administrative functions and providing timely and accurate communication to clients. She has worked with other independent firms and as a trading assistant on the High Yield Trading desk at Merrill Lynch as well as at UBS in the client call center.
Darlene enjoys working with clients and is committed to providing an exceptional customer service experience. In her free time she enjoys spending time with her family.
Andurea has over 19 years of experience in the financial services industry. She began her career in the financial industry in 1999 working on a trading floor in Dallas. Prior to joining Park Cities Group, she held various registered positions all at financial institutions in Dallas, Texas including Southwest Securities, Westwood Management and First Southwest Company. In 2019 she became a team member of the Park Cities Group with Jason, Brett and Donna.
Andurea transitioned to client service in 2005 and has held various roles in the financial services industry over the past 14 years. She currently holds and maintains the Series 7, Series 63 and 66.
Andurea was Born and raised in Texas. She earned a B.B.A. in Marketing from Dallas Baptist University. Andurea married her high school sweetheart, Jason, and they have one child. She is a member of the P.E.O. Sisterhood; motivating women to achieve their highest aspirations through educational advancement via scholarships, grants, and the stewardship of Cottey College. Andurea enjoys reading and studying the “7-mindsets”. She is a big fan of Chip and Joanna Gaines TV show “fixer Upper”, home improvement projects and spending time with her family and friends.
Doug has over 30 years of experience in the Financial Services industry. He started his career as a Financial Advisor with E.F. Hutton before moving into branch management. Doug was a Branch Manager for nine (9) years for Shearson and Smith Barney managing branches in York and Reading, PA as well as Jericho, NY. He was a Regional Director for seven (7) years for Smith Barney leading the North Central Region (Missouri, Minnesota, Nebraska, North and South Dakota, Kansas and Iowa) and then the New York Suburban Region (Long Island and upstate New York). From there, Doug became a Divisional Director for Smith Barney managing the Midwest Division and then Divisional Director for the Western Division for successor firm Morgan Stanley where he had responsibility for over 5000 Advisors. Most recently, Doug served as a Senior Advisor for NextShares Solutions,LLC.
Doug graduated from Wittenberg University in Springfield, Ohio and has served on the Board of Directors for twelve (12) years. He is currently an Emeritus Board member and Chair of the Endowment Committee. Doug received his MBA from Drexel University in Philadelphia.
Doug lives in New York City with his wife and is the proud Dad of three daughters and a son. When possible, Doug enjoys golf, tennis, and attending sporting events.
Emma joined Steward Partners Global Advisory in October 2019 as a Client Administrative Manager for the Staadeker Wealth Management Group. She is responsible for all administrative matters and committed to providing excellent client service. She graduated from Wesleyan University in December of 2017. After this Emma spent time living and working in Melbourne, Australia before returning to her hometown, Washington DC. In her free time Emma enjoys traveling, reading, and staying active through outdoor activities like hiking.
Kevin is a Partner and Wealth Manager at Steward Partners Global Advisory in Manchester, NH. By operating within an independent, employee owned partnership utilizing the full-service platform of Raymond James, Kevin and his team are able to solely focus on the best interests of their clients. In addition, they have a specific niche helping professionals employed in the investment management industry.
Kevin and his team serve as an essential partner to busy professionals and wealthy families to help define and achieve their financial goals. Specific personalized strategies address wealth forecasting, retirement income, educational planning, investment management, insurance, and coordinating with estate planning and tax professionals. Importantly, they believe in implementing strategies that seek to minimize expenses and complexity in order to accomplish client objectives as efficiently as possible.
Kevin has earned the designations of Chartered Financial Analyst® (CFA®), and Chartered Retirement Planning CounselorSM (CRPC®), and has more than 25 years of experience in the investment management and financial services industry.
Before joining Steward Partners, Kevin served as a Wealth Management Advisor at Merrill Lynch for over 13 years. Prior to joining Merrill, Kevin was a Partner at and helped launch the money management firm Arrowstreet Capital in Boston, Massachusetts. Arrowstreet specializes in managing global equities for large institutional investors such as pension funds, endowments, and foundations.
Kevin received his BS in Business Administration from the Peter T. Paul College of Business and Economics at the University of New Hampshire in 1994. Kevin and his family reside in Salem, NH.
John McInerney is a Managing Director and Partner at Steward Partners Global Advisory. Prior to joining Steward Partners, he was a financial advisor and Vice President of Wealth Management at Morgan Stanley for 10 years. Preceding this John was an institutional consultant in fixed income trading for Merrill Lynch and Societe Generale. Early in his career at Morgan Stanley John was named to the Pacesetter’s Club, a global recognition program for those who are exemplary financial advisors. He has specialized for a decade in financial planning for clients with significant equity compensation from their careers with publicly traded companies. John holds the prominent financial industry certification of CFP®.
John graduated with a BA in Finance from Pace University’s Lubin School of Business. He also completed an MA from Nyack University where he had the privilege of completing a portion of his degree abroad at Oxford University.
John lives in Freehold, NJ with his wife Kristi and their four children. John describes himself as a renaissance man because of his varied personal interests such as art, languages, wood working, theology, philosophy, cooking, martial arts, Cross Fit and Spartan Races.
Certified Financial Planner Board of Standards Inc. (CFP Board) owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design), and CFP® (with flame design) in the U.S., which it authorizes use of by individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Dean Hoover has provided estate, financial and tax planning strategies to clients for more than 22 years. His clients include business owners, physicians, retirees, and those approaching retirement. Dean’s practice focuses on providing Financial and Retirement Planning, Estate and Trust Planning, as well as Lending and Insurance Planning. His mission is to gain a complete understanding of each client's individual needs and work alongside them to create and implement a plan that will help ensure they achieve his/her financial goals. Dean enjoys playing golf and spending time with the family. He and his wife of 26 years have four sons and two grandsons.
Ryan joined Steward Partners Global Advisory in November, 2019 as a Registered Client Administrative Manager. Previously, Ryan worked at Ameriprise Financial. In his role at Steward Partners, Ryan will focus on comprehensive financial planning, marketing, day-to-day operations, and providing exceptional client service.
Ryan graduated from the University of Florida with his Bachelors of Science in Business Administration and then went on to pursue and earn his Masters in Business Administration from the University of Tampa. Ryan is Series 7 and Series 66 FINRA licensed and holds his Life, Health, and Variable Annuity Insurance license.
Ryan is a Florida native and enjoys spending time with family and friends. He also is heavily involved in the community, coaching at a local youth soccer club as well as volunteering for many organizations throughout the Tampa Bay area. Ryan has traveled to both Uganda and El Salvador, helping provide the resources to host a soccer camp and tournament for the children in those communities.
Cecily Curtis joined the Washington Wealth Group in July of 2019 as a Client Administrative Manager. Her primary role is to provide timely, professional and courteous service to clients.
Cecily graduated from Elon University in May 2019 with a bachelor’s degree in Entrepreneurship. During her senior year, she was the president of her sorority and focused her talents on leadership, leadership development, and creative problem solving.
In the summer of 2017, Cecily interned at the Raymond James home office in the Investment Central Department and then joined Steward Partners as an intern during summer 2018.
In her free time, Cecily enjoys running, cooking, exploring DC, and spending time with her friends.
Michelle has been working with clients helping them meet their financial goals since 1999. After graduating from the honors program at Southern New Hampshire University in Manchester, NH, she moved to Boston and began working as a Registered Sales Associate with CIBC World Markets. She joined Wachovia Securities, a predecessor to Wells Fargo Advisors in 2006, where she worked as a Registered Client Associate and Financial Advisor. Outside the office, Michelle enjoys spending time with her husband, Jason, and their two children, Eshaya and Andon. In her free time, Michelle enjoys skiing in the winter and participating in local 5k road races. She is active in her community through her kids’ schools and currently serves on the Board of Commissioners for the Manchester Transit Authority.
Ted Larson is a managing director, wealth manager and partner at Global Advisory LLC in Paramus, NJ. Ted is a lifelong resident of New Jersey. He went to Millburn High School and graduated from Washington and Lee University in Lexington Virginia in 1966. Immediately after college, Ted went to work on Wall Street and wound up a fifty one year employee of Wells Fargo Advisors and its predecessors..
He and his wife Karen and live in Mahwah NJ. They have four children and eleven grandchildren. Ted watches as many as seven soccer, football, and lacrosse games a week that grandchildren play in! The family’s favorite vacation spot is Sugarbush in Vermont and Skaneateles in the Finger Lakes. Another pastime Ted enjoys is gardening, playing the guitar, tennis, racquetball, and building and flying remote control model airplanes.
Helene is a partner, Vice President & Client Administrative Manager at Steward Partners Global Advisory. She began her career in New York City, working for Shearson Lehman Hutton, Goldman Sachs, and Prudential Securities where she gained substantial experience in the financial industry. After taking time off to raise her children, Helene returned to the financial services industry.
Helene is committed to service excellence and providing the highest level of personalized attention to meet client’s changing needs.
Helene is a native of Indiana, graduating from Purdue University. She currently resides in Mendham, NJ with her 3 children.
20 years ago, Tommy Leeman began his career as a financial advisor at A.G. Edwards. Over time, Tommy has watched as the financial service industry has changed or adapted to new times and needs of the client. As a legacy A.G. Edwards advisor, Tommy’s own company has seen dramatic changes. A.G. Edwards merged with Wachovia Securities in 2007 and was then absorbed by Wells Fargo Advisors in 2009. Because of this ever shifting work environment, Tommy knows, more than ever, the important of consistent, personal service to his clients. He strives to never be complacent in his relationships with his clients, or his efforts to continue his education in the financial field. Tommy is also an Accredited Asset ManagementSM designee.
Tommy lives in Norfolk, Virginia with his wife, Meg, and their two sons, Boyd and Miller. Tommy has devoted much of his spare time to coaching his two sons at Fleet Park Little League, and currently volunteers at the varsity level with Granby High School, his alma mater. In addition to coaching baseball, Tommy gives back to the community in other ways as well. He is a supporter of Norfolk’s effort to thrive and grow with his mentorship to the Downtown 100. In 2015 he was elected to the Downtown Norfolk Council, and currently serves as the Board Chair as well as an Ambassador to Downtown Norfolk during major events. Finally, for over a decade Tommy has been a big supporter of ForKids, a grass roots organization that has dedicated itself to ending the cycle of homelessness and poverty in Hampton Roads. ForKids has seen tremendous growth and success, due in part, to leaders like Tommy who continue to champion this cause.
Tommy is proud of his service to his family, his friends, his clients, and his community. It is this sense of dedication and tireless effort that he brings to his business and that sets him apart from others in the field.
Karen Bittenbender joins Steward Partners after 13 years in the financial services industry, most recently with Wells Fargo Advisors. She has experience as both a retail banker and licensed securities professional, making her uniquely qualified to solve operational issues and support clients through multiple back-office channels. She enjoys assessing risk and helping clients reach their stated goals through a disciplined approach to investing.
A native of Virginia Beach, Karen lives in a three generation household and understands the challenges faced by the “sandwich generation” who find themselves raising children while caring for aging parents. As time permits, Karen enjoys gardening, helping coach her daughters’ softball team, volunteering at her school, traveling and going to the beach.
Karen currently holds a Series 7 and 63 license.
George Nottingham has helped families and businesses throughout the Commonwealth of Virginia and beyond for 35 years. As a CERTIFIED FINANCIAL PLANNER professional and Accredited Asset Management Specialist (AAMS), George has met rigorous professional standards and adheres to the principles of integrity, objectivity, competence, fairness, confidentiality and diligence when providing financial service to clients.
Additionally, George was named to the Forbes Best?In?State Wealth Advisor list for 2018 and 2019. The Forbes ranking algorithm is based on industry experience, interviews, compliance records, assets under management, revenue and other criteria by SHOOK Research, LLC, which does not receive compensation from the advisors or their firms in exchange for placement on a ranking. Investment performance is not a criterion.
George works closely with a network of legal, accounting and insurance professionals on complex matters involving trusts and estates.
George is a native of Colonial Williamsburg and graduate of the Pamplin School of Business at Virginia Tech.
When not working, George and his wife, Susan, enjoy spending time out on the water and being with their growing family, which now includes two grandchildren.
The Forbes ranking of Best-In-State Wealth Advisors, developed by SHOOK Research. Those advisors who are considered have a minimum of seven years of experience, and the algorithm weighs factors like revenue trends, AUM, compliance records, industry experience and those who encompass best practices in their practices and approach to working with clients. Out of 29,334 advisors nominated by their firms, 3,477 received the award. This ranking is not indicative of an advisor's future performance, is not an endorsement, and may not be representative of an individual client's experience. Neither Raymond James nor any of its financial advisors or RIA firms pay a fee in exchange for this award/rating. Raymond James is not affiliated with Forbes or Shook Research, LLC.
Susan Nottingham began her career in financial services in 1987, as a Management Associate at Sovran Financial Corporation. After seven years in retail banking and small business lending, Susan moved to the corporation’s investment affiliate. She holds numerous professional registrations including the Series 7, 63 and 65 and the Accredited Asset Management Specialist (AAMS) designation. Prior to joining Steward Partners, Susan worked with her husband and colleague, George, at Wells Fargo and Legg Mason Wood Walker (now Morgan Stanley). She has volunteered in numerous capacities for non?profits over the years, most recently stepping down after an 8?year term on the national board of USA Field Hockey, headquartered in Colorado Springs, CO. Susan was Vice Chair of the organization and also chaired both the Finance & Audit and Nominating Committees. USA Field Hockey, a 501(c)(3), is the recognized national governing body (NGB) for the sport of field hockey in the United States.
Susan received her bachelor’s degree from Mary Baldwin College and Master’s Degree from Old Dominion University.
When not working with clients, Susan enjoys renovating properties including their “quiet piece of heaven” on the Piankatank River in rural Gloucester County, Virginia, and wildlife photography.
As a native of Hampton Roads and a graduate of Old Dominion University, Michelle began her career in the Financial Services industry in 1986. Six years later, she narrowed her focus from retail banking to investments. Michelle quickly gained recognition for superior service and operational expertise, eventually being named Vice President of Operations for the Virginia affiliate of Bank of America Securities. Michelle holds the Series 7, 63, 66, 24 registrations and Virginia insurance licenses.
In her current role Michelle manages all aspects of operational responsibilities for the Nottingham Wealth Management Group at Steward Partners. Her range of experience includes researching and resolving complex client inquiries and industry compliance. Michelle is a trusted member of the Nottingham Wealth Management team. Clients rely heavily on Michelle’s in-depth knowledge and experience.
Michelle enjoys travel and is a frequent visitor to Brazil, where she has many close friends.
Troy Erickson joined Steward Partners in March, 2020, and serves as the Divisional President for New England which includes offices in Newtown, CT; Andover, Boston, MA; Keene, Manchester, Portsmouth, NH; and Portland, ME. Prior to joining Steward, Troy served as President of his family’s business, Erickson Metals. Troy is excited to return to financial services after enjoying a 26 year career in the Minneapolis, MN, Cincinnati, OH, and Boston, MA markets.
Troy has a MBA from University of Minnesota, and a BS from Duke University. Troy lives in Hingham with his wife Kerry, and three children, Flynn 19, Gavin 17, and Katelyn 15.
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Raymond James Financial Advisors may only conduct business with residents of the states and/or jurisdictions for which they are properly registered. Therefore, a response to a request for information may be delayed. Please note that not all of the investments and services mentioned are available in every state. Investors outside of the United States are subject to securities and tax regulations within their applicable jurisdictions that are not addressed on this site. Contact your local Raymond James office for information and availability.Links are being provided for information purposes only. Raymond James is not affiliated with and does not endorse, authorize or sponsor any of the listed websites or their respective sponsors. Raymond James is not responsible for the content of any website or the collection or use of information regarding any website’s users and/or members.
A realistic financial plan that will allow you to follow.
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.
Company-sponsored retirement plans
529 Savings Plans
529 Prepaid Plans
UGMA/UTMA Custodial Accounts
Coverdell Education Savings Accounts
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.