Jeff Gonyo, Head of Wealth Management at Steward Partners, is participating in the Advising Forward: Innovation, Preparedness & Driving Value in a Changing Environment event from the Financial Planning Association. The conversation explores the key routes advisors can take on their journey to independence — from outsourcing to an RIA support firm, to joining an OSJ, to building their own RIA — and how each option shapes both the advisor's and the client's experience. #AdvisorIndependence #AdvisorTransition #IndustryEvents
Steward Partners
Financial Services
Stamford, Connecticut 14,986 followers
Steward Partners - We're not just partners, we're family!
About us
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. Steward Partners Global Advisory is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.
- Website
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http://www.stewardpartners.com
External link for Steward Partners
- Industry
- Financial Services
- Company size
- 201-500 employees
- Headquarters
- Stamford, Connecticut
- Type
- Partnership
- Founded
- 2013
- Specialties
- Wealth Management, Institutional Consulting, Asset Management, International Advisory, Family Office, and Financial Planning
Locations
Employees at Steward Partners
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Ted Schwab
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Chris Reaney, CFP®
Wealth Manager at Steward Partners Global Advisory
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Stephanie Roberts
Partner, Director, Wealth Manager at Haase Family Advisors at Steward Partners Global Advisory
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Timothy Davis, CFP®
Founder of Davis Executive Wealth Management • Helping Successful Executives & Business Owners manage, maximize, and protect their wealth so they can…
Updates
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You’ve built something great — now it’s time to scale it. Our advisors leverage personalized marketing, modern technology, and business development resources to accelerate organic growth. While you focus on clients, we’ll help power what’s next. Ready to see how far your business can go? Learn more: https://ow.ly/jAl450Xczhe
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Steward Partners is proud to announce that four of our advisors have been named to InvestmentNews’ Rising Stars 2025 list, recognizing the next generation of leaders shaping the future of financial advice. “Earning a place on the InvestmentNews Rising Stars list is a remarkable achievement, and we're proud to see four of our advisors recognized for their leadership and impact,” said Jeffrey Gonyo, Head of Wealth Management. “Their success reflects both individual drive and our partnership’s mission to cultivate and empower the next generation of advisory talent.” Read more: https://ow.ly/ixn050Xbom8 #RisingStars2025 #NextGenLeaders #AdvisorRecognition Disclosures: https://lnkd.in/eZH5psZN Taryn Bertetto, CFP® Kyle Blackwell, CFP®, AAMS® Zachary McCown CFP® , CRPC®, AAMS®
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We proudly recognize Tommy Doerfler CFP®, CEPA®, Samuel Rice, and Ann Marie Sorrow of Lighthouse Wealth Group for their ongoing support of Thistle Farms and dedication to advancing financial literacy. They are making a meaningful difference in the community by sharing knowledge and empowering women on their journey to stability and independence. This initiative is a powerful example of what it means to be Good Stewards in the community. #GoodStewards #CommunityImpact #FinancialLiteracy
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Steward Partners reposted this
Most firms pay you today for the business you bring. Steward Partners lets you share in the value you help create tomorrow. As the firm grows, your equity grows. It’s not just a payout—it’s wealth creation. The question is: do you want to work at a firm, or help build one? Let's talk: https://ow.ly/9uYH50X9Mol
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Most firms pay you today for the business you bring. Steward Partners lets you share in the value you help create tomorrow. As the firm grows, your equity grows. It’s not just a payout—it’s wealth creation. The question is: do you want to work at a firm, or help build one? Let's talk: https://ow.ly/9uYH50X9Mol
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Scott Danner joined a panel at RIA Edge to discuss how culture drives lasting partnerships in today’s fast-paced M&A environment. “When people care about the human behind the business, the business is better,” Scott shared—underscoring that successful integrations aren’t just about transactions, but relationships built on honesty, empathy, and communication. Read more from Scott and other industry leaders: https://ow.ly/bbLp50X9bfh #RIAEdge #BusinessCulture #LeadershipMatters
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Steward Partners continues to build momentum into Q3 2025, welcoming several new advisors and firms across both its Legacy and traditional channels. Recent additions include Longbridge Wealth, Laurence Rothstein, Lancaster Wealth Management, Bullis Wealth Strategies, and experienced advisors Mike Wood (Norfolk, VA) and Casper Terpinski (Dallas, TX). Together, they strengthen Steward’s national presence and reinforce the firm’s commitment to providing flexible growth pathways for advisors. Read more about Steward Partners’ continued growth: https://ow.ly/OERO50X8Fec #FirmGrowth #BusinessExpansion #WealthManagement
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Scott Danner, Executive Vice President and Head of Legacy at Steward Partners, will be speaking at the M&A Succession Summit. RIA leaders will share candid, firsthand experiences from their transitions—what worked, what didn’t, and the lessons that shaped their journey. Attendees will walk away with practical strategies and real-world guidance that cannot be found in a playbook. Be sure to catch Scott’s session and take a moment to say hello. #MASuccessionSummit #SuccessionPlanning DeVoe & Company
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Join Scott Danner, Executive Vice President, Head of Legacy at Steward Partners, and Duncan MacPherson, CEO of Pareto Systems, for The Advisor Edge: Turning Relationships Into Revenue - a live conversation on how to build a business that scales, endures, and creates lasting impact. If you’re ready to elevate your practice, this is the edge you’ve been looking for. Register today and join the conversation. #AdvisorGrowth
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