Steward Partners Global Advisory
Financial ServicesView the employees at
Steward Partners Global Advisory-
Melissa Heikkinen Partner, Compensation Manager at Steward Partners Global Advisory
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Portland, Oregon, United States
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Rising Star
Kevin McShane, AAMS® Partner | Vice President | Senior Registered Client Administrative Manager at Steward Partners Global Advisory-
Portland, Oregon, United States
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Rising Star
Crystal Williams Vice President, Client Administrative Manager at Steward Partners Global Advisory-
Waldorf, Maryland, United States
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Top 10%
J. Derek Majkowski Partner - Senior VP - The Verus Team at Steward Partners Global Advisory-
Washington, District of Columbia, United States
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Top 5%
Rodger Friedman, CRPC® Managing Director, Founding Partner - Wealth Manager Author and speaker The Professor of Harsh Retirement Reality-
Greater Tampa Bay Area
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Rising Star
Overview
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. Locations: Albany, NY Andover MA Austin, TX Baltimore, MD Bel Air, MD Bethesda, MD Boston, MA Clearwater, FL Conshohocken, PA Dallas, TX Florham Park, NJ Fort Collins, CO Hendersonville, NC Houston, TX Jasper, AL Keene, NH Kennewick, WA Lake Oswego, OR Lake Oswego II, OR Madison, WI Manchester, NH McKinleyville, CA McLean, VA McLean II, VA Milwaukee, WI Mobile, AL Newtown, CT New York, NY Norfolk, VA Paramus, NJ Portland, ME Portland, OR Portsmouth NH Ramsey, NJ Richmond, VA Salt Lake City, UT San Antonio, TX Sarasota, FL Shreveport, LA Somerville, NJ St. Louis. MO Valencia, CA Walnut Creek, CA Washington DC Winter Park, FL Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.
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