President and Chief Operating Officer, Co-Founder

Deputy Chief Operating Officer, Partner

Steward Partners Honors Advisor Partners Recognized on 2025 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List

Steward Partners Strengthens its Southeast Footprint with the Addition of Advisor Mike Wood

Steward Partners Ranked as a Top RIA by Financial Advisor Magazine for 2025

Steward Partners Honored as 2025 Excellence Awardee for InvestmentNews' Thrivent Employer of Choice

New Account Manager

Steward Partners Global Advisory is a leading independent private financial services firm that provides multifaceted financial solutions to clients. The New Accounts Manager oversees the new account onboarding process, ensuring compliance with FINRA, SEC, and firm policies while leading a team responsible for account documentation and approvals.

Head of HR Operations

Head of Relationship Management

Client Relationship Manager

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