Office is the Firm's 17th Location Nationwide
Advisors Joining from Wells Fargo Bring $338 Million in Assets
PORTLAND, Maine, Jan. 23, 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 Portland, Maine, making it their 17th location nationwide and first within the Pine Tree State. In addition, they've recruited several new advisors who'll be based in the new space.
Ralph Good, CFP® and James Nylund, CFP® who comprise the newly formed GoodNylund Wealth Management Group, have joined Steward Partners as a Managing Director and Vice President, respectively. Christine Balfour, their longtime associate, also joins the firm. The new GoodNylund team joins from Wells Fargo, where they oversaw $200 million in client assets.
Adam Dunbar, also formerly of Wells Fargo, has joined Steward Partners as a Senior Vice President and will lead his own team with roughly $138 million in client assets. Dunbar's colleague, Jackie Gervais, also joins the firm. Dunbar, Gervais and the GoodNylund team will be based out of the new Portland office.
"When we decided to expand our growing New England presence by opening our first office in Maine, we knew we needed to find the right group of advisors to help us make that happen. James, Ralph and Adam represent just the type of talented, client-focused advisors we were looking for," said Jim Connors, Divisional President at Steward Partners. "We couldn't be happier that more and more advisors are beginning to see the benefits of our independent, employee-driven approach for their business, and we're so excited to start 2019 by welcoming these advisors to our growing family."
"This is a big day for us and our clients," added Ralph Good. "We're thrilled to get started working and look forward to the increased level of flexibility Steward Partners gives us, which in turn will allow us to better serve and interact with our clients in ways which were often previously out of reach."
"I've looked at multiple options in the past and nothing quite appealed to me on all levels of practice management, sophisticated investment products and tools, outstanding client service capabilities and finally, firm culture," said Adam Dunbar. "Steward Partners with the support and platform of Raymond James just offers the right combination which made this an obvious choice for my practice."
Dunbar and the GoodNylund Wealth Management Group represent the first group of advisors to join Steward Partners this year after a successful year of growth in 2018. With this new location in Maine, Steward now operates 17 offices across 11 states and the District of Columbia, and is maintaining its ambitious plan to continue upward as one of the fastest growing full-service independent partnerships in the country.
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., 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 more than 4,300 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 $764 billion.
Steward Partners Holdings, Steward Partners Global Advisory, LLC, the GoodNylund Wealth Management Group and Adam Dunbar 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