NEW
YORK, July 17, 2024 /PRNewswire/ -- Steward
Partners, an employee-owned independent financial services firm
specializing in comprehensive wealth management solutions, is proud
to share that 14 of the firm's financial advisors have been
recognized in AdvisorHub's 2024 Advisors to Watch list.
The trade publication's annual recognition of excellence in the
financial planning space acknowledges 1,000 advisors based on the
scope of their practice as well as their demonstrated growth and
record of professionalism.
"It's always a privilege to have our team recognized for their
hard work and impressive client service," said Jim Gold, CEO and Co-Founder of Steward
Partners. "Achieving first-rate client results relies wholly on
advisors' levels of commitment, innovation, and resourcefulness.
Steward Partners is proud to work with a team that embodies all of
these qualities."
The Steward Partners advisors named by AdvisorHub were
recognized in the subcategories 250 Advisors to Watch (Under
$1B), 100 Solo Advisors to
Watch, and 100 Fast-Growing Advisors to Watch. They are
as follows:
250 Advisors to Watch (Under $1B)
- Jason Bottenfield,
CFP®, CDFA®– Managing Director & Wealth
Manager, Dallas, TX
- Matthew Price, CFP®,
CIMA®– Managing Director & Wealth Manager,
Houston, TX
- Corey Briggs, CFP®,
CIMA®–Wealth Manager, Saint
Louis, MO
- Bradford Coyle,
CRPC®–Executive Managing Director & Wealth Manager,
McLean, VA
- John (J.J.) O'Hare, III, CPWA®–Managing Director
& Wealth Manager, Mequon,
WI
- Timothy Davis,
CFP®–Managing Director & Wealth Manager,
Boston, MA
- Denis Poljak, Ph.D.,
CPM®, CIMA®, CFP®–Managing
Director & Wealth Manager, Shreveport, LA
100 Solo Advisors to Watch
- Frank Hibbard,
AIF®–Managing Director & Wealth Manager,
Clearwater, FL
- Ali Mandalinci,
CFP®–Managing Director & Wealth manager,
Houston, TX
- Todd M. Hoffman,
CFP®, CPM®–Executive Managing Director &
Wealth Manager, Clearwater,
FL
- Adam Dunbar–Managing Director & Wealth Manager,
Portland, ME
100 Fast-Growing Advisors to Watch
- Wayne McCormick,
CFP®, ChFC®–Managing Director & Wealth
Manager, Manchester, NH
- DeHaven Becker, CFP®,
CHFC®–Director & Wealth Manager, Fort Collins, CO
- Davor Poljak,
CPM®–Managing Director & Wealth Manager,
Shreveport, LA
About Steward Partners
Representing some of the U.S.'s
top advisors, Steward Partners is a full-service, employee-owned,
independent financial services firm that offers wealth management
solutions for families, businesses, and multigenerational
investors. Established in 2013, the firm fosters a positive,
transparent culture of camaraderie and excellence that has fueled
its substantial growth in a highly competitive industry. With its
commitment to exceptional client service and forward-thinking
partnerships, the firm was ranked as the #19 RIA in the country in
Barron's Top 100 RIAs for the year
2023. Offering services such as comprehensive wealth planning,
private banking, institutional consulting, international advisory,
and business solutions, the firm was responsible for over
$35 billion in client assets as of
March 2024.
To learn more about Steward Partners, visit
www.stewardpartners.com.
Source: AdvisorHub aims to be the financial advisors'
advocate and voice, by providing a definitive source for breaking
news, relevant products and services, critical compensation data,
and a safe forum to share best practices and growth strategies.
AdvisorHub expands upon traditional trade industry coverage.
In addition to investigative journalism and sophisticated
commentary on the wealth management industry, we provide recruiting
deals and compensation information crucial to advisors' business
and careers.
With a team led by a former Advisor, industry CEO and thought
leader, AdvisorHub produces content that is of great value to this
coveted, loyal audience.
AdvisorHub consistently breaks national news stories that are
subsequently covered by the nation's leading news
organizations.
Media Contact:
Matthew Bono
JConnelly
mbono@jconnelly.com
973-590-9110
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SOURCE Steward Partners