Steward Partners Completes Umpqua Investments Acquisition
Deal Adds $3.4 Billion in Client Assets and 22 Advisors to Partnership and Expands Reach to West Coast
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WASHINGTON, April 23, 2021 /PRNewswire/ Steward Partners Holdings, LLC an employee-owned, full-service independent partnership, has closed on its acquisition of Umpqua Investments Inc., a registered broker dealer and registered investment adviser, from Umpqua Holdings Corporation (NASDAQ: UMPQ). The entity has been renamed Steward Partners Investment Solutions, LLC. The acquisition marks Steward Partners planned expansion into the Pacific Northwest and will add 22 financial advisors managing $3.4 billion in client assets generating $15 million in revenue and raises Steward Partners total client assets under management to more than $22 billion.
Steward Partners Completes Umpqua Investments Acquisition
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Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team
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WASHINGTON, April 21, 2021 /PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), is continuing its nationwide expansion with the addition of Poljak Group Wealth Management in Shreveport, Louisiana. The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was previously associated with Morgan Stanley. Denis and Davor represent a true American success story, and we re proud that they have chosen Steward Partners to help grow their business and write their next chapter, said Chris Barton, Divisional President, Steward Partners Global Advisory. Their team is a living testament to how hard work, advanced education and genuine concern for clients can be
Harmony Private Wealth Becomes First Colorado Team to Join Steward Partners Global Advisory
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WASHINGTON, March 3, 2021 /PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), has expanded its national footprint into the Denver-area market with the addition of Harmony Private Wealth, based in Fort Collins, Colorado. With more than $350 million in assets under management, the firm comes to Steward Partners from RBC Wealth Management and is led by co-founders DeHaven Becker, Michael Stradt, and Janet Mabry. We are proud of the fact that DeHaven, Michael and Janet have chosen to join Steward Partners as their new home, said Chris Barton, Divisional President, Steward Partners Global Advisory. They represent our entrance into the Denver market, and we look forward to working with them to grow their
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WASHINGTON, Feb. 23, 2021 /PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service wealth management firm associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), proudly announces that nine of its advisor partners have been named to the
Forbes 2021 List of Best-In-State Wealth Advisors. The annual ranking spotlights more than 5,000 advisors who are researched, interviewed, and assigned a ranking based on an algorithm of qualitative and quantitative criteria. This recognition from such a highly regarded authority as
Forbes is truly gratifying and a testament to the caliber of advisors who have chosen to join Steward Partners, said Doug Kentfield, Head of Wealth Management at Steward Partners Global Advisory. As a firm we have benefited from phenomenal growth over the past few years and expect to see even more Steward Partners advisors being recognized for their outstanding achievements i
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