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August 17, 2020 at 03:31 PM
(Image: Shutterstock)
Steward Partners Global Advisory has recruited five advisors with a total of $491 million in client assets. The employee-owned independent partnership, which is associated with Raymond James, also opened an office in Conshohocken, Pennsylvania, near Philadelphia.
Coming on board are:
- Jason Hevey, previously with Morgan Stanley Smith Barney in Boston ($123 million);
- Ed Morenz from Edward Jones in Keene, New Hampshire ($150 million);
- Kevin Dubner from Janney Montgomery Scott in Albany, New York ($75 million); and
- Dean Rosini and Jeffrey Lazarus from Wells Fargo in the greater Philadelphia area ($143 million).
Hevey joined Steward Partners as a director after nearly 20 years of experience with Smith Barney (first owned by Citigroup and later Morgan Stanley).
“Smith Barney was all about the client. As the culture changed a bit, I went looking for the next Smith Barney,” Hevey said in an interview.
Steward Partners CEO James Gold “and I go back many years,” he added, “so Steward feels like a family. I want what’s good for my clients and for myself as I continue growing.”
The Scene at Steward
The firm has some 140 advisors, most of whom are employees.
“All of our advisors are doing remote work via Zoom” and other technology, said Doug Kentfield, head of wealth management at Steward Partners. “Advisors like Jason might not have that flexibility with the wirehouses.”
