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Raymond James and Steward Partners See Continued Growth; Expands With $100 Million Advisor from UBS Wealth Management

WASHINGTON, July 25, 2016 /PRNewswire/ — Steward Partners Global Advisory, LLC (Steward), an employee-owned, full service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that financial advisor Keith Barberis has joined Steward Partners as director and partner. Barberis, formerly of UBS Wealth Management, where he managed some $100 million in client assets, joins Steward’s Bethesda, Maryland office and three former Legg Mason colleagues, Connie Miner, Tom O’Bryon, II and Amy Sachs

“Keith is a quality advisor with a growing business,” says Steward’s Divisional President, Jeff Gonyo.  “He treats his clients like family.  This is a common trait of the advisors and teams who have joined Steward since its launch back in 2013. Keith also joins former Legg Mason alumni who collectively oversaw nearly $550 million and produced nearly $4 million at their prior firms.  Steward and Raymond James are delighted to welcome Keith to the Bethesda team.” 

Barberis said, “I have been watching the growth of Steward Partners here in Bethesda over the past year and was intrigued by the model.  Going independent was something I had thought about; however I was not interested in taking time away from my clients to oversee a variety of office and managerial duties.  The combination of Steward Partners and Raymond James gave me everything I needed to provide my clients with concierge level service as well as entertain business growth ideas suitable for my practice.  Finally, rejoining former Legg Mason colleagues, Connie, Tom and Amy was another welcome addition to my decision of becoming a Steward Partner.”

Greg Banasz, Steward Partners Head of Business Development added, “Keith is another in a string of quality advisors who continue to see value in being a Steward Partner. We have an amazing pipeline of activity that simply grows each and every day. Our partners are advisors who are seeing opportunity in our model versus running from a firm they were unhappy with. As a result, we’ve welcomed new partners each month so far this year.”

About Steward Partners Global Advisory

Headquartered in Washington, DC, with additional offices in Andover, MA, Portsmouth, NH, Manchester, NH, Bethesda, MD and New York City, Steward Partners Global Advisory, LLC is an employee-owned, full service independent partnership catering to family, institutional and multi-generational wealth.

For more information, visit us at www.stewardpartners.com.

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,600 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 6,700 financial advisors serving in excess of 2.8 million client accounts in more than 2,800 locations throughout the United States, Canada and overseas. Total client assets are approximately $528 billion.

Steward Partners Holdings and Steward Partners Global Advisory, LLC maintains a separate professional business relationship with, and our professionals offer securities through Raymond James Financial Services, Inc., Member FINRA/SIPC. 1776 I Street, NW, Suite 700, Washington D.C. 20006 – Toll Free: (844) 801-8268.

Press Contact:

Gregory Banasz
202-930-6008
Greg.banasz@stewardpartners.com

 

SOURCE Steward Partners Global Advisory LLC

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