Steward Partners, an independent wealth firm associated with Raymond James, says it recruited a $1.2 billion team from one of the Advisor Group broker-dealers.
Plaza Advisory Group of St. Louis moves to Steward from Royal Alliance. Its advisors are Tom Briggs, Peter Dolan, certified financial planner Judy Rubin and Scott Bensinger — all of whom have 30 or more years in the business.
The new team is the first to join Steward via an affiliation model rolled out in October that gives both independent and full-time employees equity in the firm.
“We are thrilled to welcome the Plaza Advisory Group under the firm’s new affiliate offering, something we believe truly highlights the flexibility and unique offering that Steward provides,” said Chris Barton, a divisional president at Steward Partners, in a statement.