Office is the Firm's 18th Location Nationwide
Advisors Joining from Morgan Stanley Bring $285 Million in Assets
DALLAS, March 19, 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 it has opened a new office in Dallas, Texas, making it the firm's 18th location nationwide and second within the Lone Star State. Steward Partners also announced that Brett J. Diamond and Jason A. Bottenfield, CFP® CDFA have joined the firm in Dallas and will be based in the new space, under the moniker Diamond & Bottenfield Private Wealth Management Team. The team joins Steward Partners from Morgan Stanley where they oversaw $285 million in client assets.
"We've been discussing Dallas as a part of our growth strategy for some time, but it wasn't until we met with Brett, Jason, and Donna, that we felt we had the right team to make it a reality," said Chris Barton, Divisional President at Steward Partners. "We believe more and more people are beginning to see the true value in Steward Partners' innovative partnership model and what the firm has to offer, and we couldn't be more excited to continue our 2019 momentum by welcoming this talented team to the Steward family."
"Our entire team is excited by the opportunities this move will create for our clients over the long-term," added Brett Diamond. "We are thrilled to be a part of Steward Partners' quickly growing Texas presence, and we look forward to starting the next chapter of our careers within the firm."
The Diamond & Bottenfield Private Wealth Management Team specializes in helping their client families achieve their personal financial goals, including assistance with retirement planning, life-changing events, career transitions, and family dynamics. In addition, the team is highly committed to education, believing that financial education leads to better investment strategies and discipline, and, ultimately, better long-term results.
The Diamond & Bottenfield Private Wealth Management Team is the second group of advisors to join Steward Partners this year. With the new location in Dallas, Steward now operates 18 offices across 11 states and the District of Columbia. As the firm looks ahead to the rest of 2019, it looks forward to maintaining its ambitious plan to grow and be one of the best full-service independent partnerships in the country.
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 7,800 financial advisors throughout the United States, Canada and overseas. Total client assets are $765 billion.
Steward Partners Holdings, Steward Partners Global Advisory, LLC, the Diamond & Bottenfield Private Wealth Management Team 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.
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.
Jesse Chen – Water & Wall Group