New Advisors from UBS and Wells Fargo bring $212 Million in Assets
NEW YORK and PARAMUS, N.J., March 29, 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 Nick Fiegoli and Dennis Reynolds have joined the firm in New York, NY and Paramus, NJ, respectively.
Mr. Fiegoli joins Steward Partners from UBS where he oversaw $140 million in client assets and focused on being a personal advocate for clients, providing professional advice tailored to each of their unique circumstances, priorities and financial goals.
Mr. Reynolds joins the firm from Wells Fargo, where he oversaw $72 million in client assets and helped guide clients through all aspects of their financial lives. He understands that every client has different values and goals, and he works with them to create a customized plan to help them achieve those goals.
"Dennis and Nick are both highly-talented advisors who share the same values as all of us at the firm, starting with putting clients first," said Tim Sheridan, Divisional President at Steward Partners. "We couldn't be happier to welcome them to our growing Steward Partners family, and are excited that so many talented advisors continue to see the value in our model and everything Steward Partners has to offer."
"Today's an exciting day, and I'm thrilled for the opportunities and value my new home will create for my clients," said Nick Fiegoli. "The resources available at Steward grant me so much more flexibility, which in turn allows me to provide more solutions and better serve my clients."
Added Dennis Reynolds: "I'm thrilled to be a part of Steward Partners' quickly growing team in New Jersey and Raymond James' network of advisors. I can't wait to begin speaking with my clients about everything now available to them and look forward to starting this next stage of my career."
Mr. Fiegoli joins the firm as a Managing Director while Mr. Reynolds joins as a Senior Vice President. Mr. Fiegoli will be based in Steward's New York City location, while Mr. Reynolds will be based in Steward's Paramus location, one of two offices that Steward operates in New Jersey.
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., Keene, Manchester and Portsmouth, NH., Paramus and Morristown, NJ., Albany and New York City, NY., 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. (RJF) a leading diversified financial services company with approximately 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $785 billion.
Steward Partners Holdings, Steward Partners Global Advisory, LLC, Nick Fiegoli and Dennis Reynolds 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.
Jesse Chen – Water & Wall Group