New Advisor from J.P. Morgan Securities brings over $225 Million in Assets
DALLAS, July 17, 2019 /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 that Amy Sabin has joined the firm in Dallas, Texas.
Mrs. Sabin joins Steward Partners as a Managing Director and Wealth Manager from J.P. Morgan Securities, the wealth management division of J.P. Morgan Securities. There, she oversaw over $225 million in client assets and focused her practice on serving high-net worth families and individuals whose primary goals are wealth preservation and growth, with a special focus on asset allocation.
"Sabin's career has been marked by years of hard work and dedication to her clients' success, distinguishing herself both nationally and within her local community," said Chris Barton, Divisional President at Steward Partners. "Over the last few months we have heard from more and more high-performing advisors like Amy looking for better ways to run their business and service their clients, and we couldn't be happier that our model is resonating so well in the marketplace."
"When I made the decision to move, I knew I needed to find a firm that would allow me to focus on serving my clients in the best way possible," added Amy Sabin. "In that regard, Steward is a perfect fit and I couldn't be happier about this new opportunity for my clients and my practice."
Mrs. Sabin began her career in financial services at NationsBank before eventually leaving for Donaldson Lufkin Jenrette. Prior to joining J.P. Morgan Securities, she worked with its predecessor firm Bear Stearns until 2008. Outside the office, Mrs. Sabin is an active member of the Business Executives for National Security (BENS), the Texas Board of Regents for the Center for Security Policy, the Board of Trustees for Southern Methodist University's Catholic Campus Ministry, and the Board of Governors for Northwood University, Cedar Hill, Texas.
About Steward Partners Global Advisory
With offices in Newtown, CT., Washington, D.C., Clearwater, FL., Andover and Boston, MA., Baltimore and Bethesda, MD., Portland, ME., Hendersonville, NC., Keene, Manchester and Portsmouth, NH., Paramus and Morristown, NJ., Albany and New York City, NY., Plymouth Meeting, PA., Dallas and Houston, TX., and Richmond, VA., 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 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 7,900 financial advisors throughout the United States, Canada and overseas. Total client assets are $789 billion.
Steward Partners Holdings, Steward Partners Global Advisory, LLC 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, 140 East 45th Street, 36th Floor, New York, NY 10017. Toll Free: (844) 801-8268.
Jesse Chen – Water & Wall Group