Steward Partners Global Advisory, affiliated with Raymond James’ independent channel, has opened a new office in Dallas, which is the firm’s 18th location nationwide and second within the Lone Star State. Moving to the new location are two former Morgan Stanley advisors with about $285 million in assets: Brett J. Diamond and Jason A. Bottenfield, CFP, CDFA.
“Our entire team is excited by the opportunities this move will create for our clients over the long-term,” according to Diamond, who has been an advisor for 18 years. “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 is the second group of advisors to join Steward Partners this year.
Also, registered investment advisor AdvicePeriod says that Brent Pressentin has become a partner advisor in Los Angeles, after leaving Morgan Stanley Investment Management with an anticipated $100 million in client assets.
“We’re thrilled to have Brent join the team,” according to Jack Straub, AdvicePeriod principal. “His personal philosophy to advising aligns perfectly with our values and our approach.”
“AdvicePeriod has all the resources an advisor could dream of to optimize the client experience,” Pressentin said in a statement. “I’m really looking forward to leveraging all the technology the firm has to offer.”
The RIA planss to share its estate planning visualization technology with its partners soon.
Meanwhile, AdvicePeriod announced that two female advisors have joined its operations from Focus Financial with about $100 million in assets: Megan Logee, ChFC, and Chrissy Canapari, ChFC. They will work with Dan Legault, CFP, who first opened AdvicePeriod’s Rhode Island office just over a year ago.
“We’re really excited that Megan and Chrissy have joined us,” according to Larry Miles, AdvicePeriod principal. “I love what they do for their clients. We are a great fit for each other.”
“This is an exciting move for both of us,” Canapari said in a statement. “We’re excited by the resources we’ll have for our clients.”
Through mid-March, AdvicePeriod has added seven partner advisors and over $1 billion in expected new assets.