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Steward Partners Recognition



To update the breaking news page, update the table below by adding new rows (Right click on last row > Row > Insert Row After) followed by content

Thumbnail Image Article Url Title Date
2017_BPTW_button_HONOREE 5.28.19.PNG https://www.prnewswire.com/news-releases/steward-partners-awarded-best-place-to-work-by-washington-business-journal-in-the-medium-sized-company-category-300484265.html Steward Partners Named to Washington Business Journal’s Best Places to Work List as No. 1 Medium-Sized Company July 6, 2017
FGC-logo-2017_HONOREE2.png recognition.34.html Washington Business Journal Fastest Growing Companies List 13th - Steward Partners Global Advisory LLC November 2, 2017
pdf_cover_image.png /files/93498/Financial-Planning-Article.pdf Steward Partners Featured in Financial Planning Magazine – ‘150 calls in 48 hours: What it takes to transition $600M wirehouseadvisors’ August 1, 2017
2018_BPTW_logo_C1.png https://www.bizjournals.com/washington/news/2018/05/17/bptw-2018-top-companies-steward-partners-global Steward Partners Named to Washington Business Journal’s Best Places to Work List as No. 1 Medium-Sized Company May 17, 2018
inc-5000-thumb.jpg https://www.marketwatch.com/press-release/steward-partners-joins-the-prestigious-inc-5000-for-the-first-time-2018-09-04 Steward Partners Joins the Prestigious Inc. 5000 for the First Time September 4, 2018
FGC-logo-2018_HONOREE.png /files/93498/ACBJ-%202108408_EPRINT_FINAL.pdf Steward Partners Named 13th on Washington Business Journal’s Fastest Growing Companies List November 2, 2018
Forbes-2019-BestInState-WealthAdvisors.png https://www.marketwatch.com/press-release/steward-partners-featured-in-forbes-2019-best-in-state-wealth-advisors-list-2019-03-04 Steward Partners Featured in Forbes' 2019 Best-in-State Wealth Advisors List March 4, 2019
2019-_BPtW-color-Ver.jpg https://www.marketwatch.com/press-release/steward-partners-named-a-2019-best-places-to-work-for-financial-advisers-by-investmentnews-2019-04-02 Steward Partners Named a 2019 Best Places to Work for Financial Advisers by InvestmentNews April 2, 2019
2019_BPTW_button_HONOREE.png https://www.marketwatch.com/press-release/steward-partners-recognized-as-2019-greater-washington-area-best-places-to-work-2019-05-23 Steward Partners Named to Washington Business Journal’s Best Places to Work List as No. 1 Large-Sized Company May 20, 2019
wbj-logo-20190823.jpg /files/93498/ACBJ-%202108411_EprintLrg_FINAL.pdf Steward Partners among Washington Business Journal’s Fastest Growing Companies List for 3rd Year August 22, 2019
 

 

 

 

Disclaimers

InvestmentNews Best-Place-to-Work: This ranking is not indicative of any advisor's future performance, are not an endorsement, and may not be representative of individual clients' 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 InvestmentNews or Best Companies Group.

The Forbes "Best-in-State Wealth Advisors" ranking was developed by SHOOK Research and is based on in-person and telephone due diligence meetings to evaluate each advisor qualitatively, a major component of a ranking algorithm that includes: client retention, industry experience, review of compliance records, firm nominations; and quantitative criteria, including: assets under management and revenue generated for their firms. Investment performance is not a criterion because client objectives and risk tolerances vary, and advisors rarely have audited performance reports. Out of 29,334 advisors nominated by their firms, 3,477 received the award. Rankings are based on the opinions of SHOOK Research, LLC and not representative nor indicative of any one client's experience, future performance, or investment outcome and are not an endorsement. Neither Forbes nor SHOOK Research receives compensation in exchange for placement on the ranking.

Washington Business Journal Fastest-Growing-Companies: This ranking is not indicative of advisor’s future performance, is not an endorsement, and may not be representative of individual clients’ experience. Neither Raymond James nor any of its Financial Advisors or RIA firms pay a fee in exchange for this award/rating.

Washington Business Journal BPTW: This honor is not awarded based on investment advisory services rendered. The ranking may not be representative of any one client’s experience, is not an endorsement, and is not indicative of advisors future performance. No fee is paid in exchange for this award/rating.

INC 5000 Companies on the 2018 Inc. 5000 are ranked according to percentage revenue growth from 2014 to 2017. To qualify , companies must have been founded and generating revenue by March 31, 2014. They must be U.S.-based, privately held, for-profit and independent – not subsidiaries or divisions of other companies – as of December 31, 2017. (Since then, some on the list have gone public or been acquired.) The minimum revenue required for 2014 is $100,000; the minimum for 2017 is $2 million. As always, Inc. reserves the right to decline applicants for subjective reasons. The award is bestowed by an independent third party not affiliated with Raymond James. Raymond James has not been paid a fee in exchange for this award. This recognition is not indicative of future performance, is not an endorsement, and may not be representative of individual clients’ experience.

 

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Steward Partners Global Advisory LLC


Steward Partners Global Advisory LLC maintains a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc. Member FINRA/ SIPC. Privacy Notice. Investment advisory services offered through Steward Partners Investment Advisory LLC.

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.


© 2018 Steward Partners Global Advisory, LLC. All Rights Reserved.

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DEVELOP

A realistic financial plan that will allow you to follow.

GATHER AND ANALYZE

Assess your current financial and investment background and discuss your goals.

ESTABLISH

The beginning of a successful financial plan starts with establishing a relationship between the advisors and you, the client.

IMPLEMENT

Use the financial plan developed to achieve your goals.

REVIEW

Reevaluate periodically to make sure we are achieving your goals.

Annuity Planning

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.

Financial Planning

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.

Portfolio Management

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.

Retirement Planning

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.

Estate Planning

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.

Alternative strategies

IRAs
Company-sponsored retirement plans
Life insurance

Education plans

529 Savings Plans
529 Prepaid Plans
UGMA/UTMA Custodial Accounts
Coverdell Education Savings Accounts

Education Planning

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.