Steward Partners and Raymond James Welcome Several Advisors and Open New Office in New Jersey
Office is the Firm's 15th Location Nationwide
MORRISTOWN, N.J., May 15, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced they've opened a new office in Morristown, New Jersey, making it their 15th location nationwide and second within the Garden State. In addition, they've recruited several new advisors who'll be based in the new space.
David Elwood, CFP®, CRPC® and Richard Elwood, CRPC®, who comprise the Elwood Wealth Management Group, have joined Steward Partners from Wells Fargo, where they oversaw $110 million in client assets. In addition, Matthew Baltuch, formerly of Morgan Stanley, has also joined Steward and will lead his own team with roughly $250 million in client assets.
"Matthew, David and Richard each represent the type of high-performing, talented advisors we look for at Steward Partners," said Jim Gold, Steward Partners' chief executive officer. "It's clear that more and more advisors are seeing the value in independence, and we couldn't be more excited to continue our 2018 momentum by welcoming these fine folks to the Steward family."
"We're thrilled for the opportunities and value our new home will create for our clients," added David Elwood. "Working with Steward Partners and Raymond James grants us greater flexibility, which in turn allows us to better serve our clients and connect with them in new ways."
Matthew Baltuch and the Elwood Wealth Management Group are Steward Partners' eighth group of advisors to join in 2018 alone, and with its newest New Jersey location, Steward now operates 15 offices across 8 states and the District of Columbia. The firm has several announcements in the works over the coming weeks and is maintaining its ambitious 2018 plans as one of the fastest growing full-service independent partnerships in the country.
About Steward Partners Global Advisory
With offices in Albany, N.Y., Andover and Boston, Mass., Baltimore and Bethesda, Md., Clearwater, Fla., Keene, Manchester and Portsmouth, N.H., Paramus and Morristown, N.J., Houston, Tex., Richmond, Va., New York City and Washington, D.C., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth.
For more information, visit us at www.stewardpartners.com.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE: RJF) a leading diversified financial services company with approximately 7,600 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $730 billion.
Steward Partners Holdings, Steward Partners Global Advisory, LLC, the Elwood Wealth Management Group and Matthew Baltuch maintain a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.
Press Contact:
Reed Schneider – Water & Wall Group
212-343-2363
reed@w.group
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SOURCE Steward Partners Holdings LLC
