The new team will join Steward's Washington, DC Office
WASHINGTON, Oct. 9, 2018 /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 Coyle Financial Group has joined Steward Partners in Washington, DC.
The Coyle Financial Group is comprised of Brad Coyle, Ali Allen and Brad Coyle Jr., who join the firm from Wells Fargo where they oversaw more than $500 million in client assets. The team focuses on client outcomes, developing a thorough understanding of each client's needs, goals and risk tolerance so they can effectively collaborate and create a comprehensive, customized investment plan for each of them.
"Through their years of hard work and dedication to client success, these advisors have distinguished themselves both nationally and within their community," said Jeff Gonyo, Steward Partners' divisional president. "Brad and his team embody the values each of us at Steward share and we couldn't be more excited to welcome them to Steward Partners."
Brad Coyle joins the firm as Managing Director, Ali Allen as a Senior Registered Client Associate and Brad Coyle Jr. as Registered Client Associate.
"Our entire team is excited about this opportunity, both for our firm and for our clients," added Brad Coyle. "Working with Steward Partners grants us greater flexibility and investment options to help our clients achieve their financial goals in ways we couldn't previously."
About Steward Partners Global Advisory
With offices in Albany, N.Y., Andover and Boston, Mass., Baltimore and Bethesda, Md., Clearwater, Fla., Newtown, CT., Keene, Manchester and Portsmouth, N.H., Paramus and Morristown, N.J., Houston, Tex., Richmond, Va., New York City and Washington, D.C., 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. (NYSE-RJF) a leading diversified financial services company with approximately 7,700 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $788 billion.
Steward Partners Holdings, Steward Partners Global Advisory, LLC and Coyle Financial Group 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