Steward Partners

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Stamford, CT
Steward Partners

Steward Partners is an employee-owned, full-service independent partnership.

Steward Partners 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, and business solutions. We pride ourselves on delivering bespoke service with an unwavering co

mmitment to excellence. Securities are offered through Steward Partners Investment Solutions, LLC ("SPIS"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC ("SPIA"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners. For important disclosure information, please see "Disclosures" page on our website https://www.stewardpartners.com/Disclosures.36.htm.

09/03/2026

The combination of a global bond sell-off and rising oil prices is creating new questions for investors about inflation, market volatility and the Fed’s next move.

In a recent Schwab Network interview, Tim Burklow, ChFC, CFS of Mainstay Wealth Management of Steward Partners shares his perspective on the potential for a near-term market pullback, why inflation could put additional pressure on the Fed and where structured notes may play a role in navigating volatility. Despite the near-term risks, he remains bullish on technology over the long term.

Watch the full conversation on Schwab Network: https://ow.ly/sVFN50ZIT24

09/02/2026

In a new episode of Barron’s Advisor The Way Forward podcast, Scott Danner, Chief Growth Officer at Steward Partners, explores why succession planning is about far more than the financial transaction.

For many advisors, their business is deeply connected to their identity, relationships and sense of purpose - making succession planning an incredibly personal process.

Scott shares how strategic partnerships can help advisors protect what they’ve built, create opportunities for the next generation and move into their next chapter with greater confidence.

Listen to the full conversation: https://ow.ly/6jkn50ZIlEz

09/01/2026

What happens when a $5 million client becomes a $20 million client? It’s the same person, the same relationship and the same shared history - but their needs have fundamentally changed.

As clients grow from high-net-worth to ultra-high-net-worth, advisors need the capabilities, expertise and investment solutions to grow with them.

In a new Wealth Management article , Frank McDonnell, Chief Product Officer at Steward Partners, explores the shift quietly reshaping advisor product shelves - and why access alone isn’t enough. Education, due diligence and the ability to choose the right solutions for each client matter just as much.

Read Frank’s full perspective: https://ow.ly/pjxI50ZHVt0

08/31/2026

As tax-aware investment strategies continue to gain attention, understanding the long-term commitment behind them is just as important as understanding the potential benefits.

In a recent Forbes article exploring the growth of long-short, tax-aware strategies, Aaron Brachman, Executive Managing Director and Wealth Manager at Washington Wealth Group of Steward Partners shares his perspective on why investors should be prepared to think long term when considering this approach.

Read the full article for more on Aaron’s perspective: https://ow.ly/Zi7v50ZHpum

08/28/2026

We’re proud to share that Steward Partners has been named a finalist in five categories for the 2026 ThinkAdvisor Luminaries Awards, recognizing the leadership, innovation and continued momentum across our firm.

Congratulations to our finalists:
🏆 CEO of the Year: Jim Gold
🏆 CTO of the Year: Mohan Gurupackiam
🏆 CMO of the Year: Greg Banasz
🏆 M&A Leader of the Year: Scott Danner
🏆 Digital Marketing Campaign: Steward Partners

These recognitions reflect the collective work of our leaders, advisors and teams who continue to move Steward forward, strengthen our platform and find new ways to support the advisors and clients we serve.

Winners will be announced on December 3 in New York City.
Learn more: https://ow.ly/MypT50ZGEWS

08/27/2026

Growth creates opportunity. And we’re just getting started.

Steward Partners has completed the refinancing and expansion of our senior credit facility, providing additional capacity to support recruiting, acquisitions and other strategic growth initiatives.

The milestone comes as Steward has grown from $24 billion to $57 billion in AUA in just four years - momentum fueled by the advisors, teams and partners who continue to choose to build with us.

As CEO Jim Gold shared, the expanded facility positions Steward to be even more aggressive in pursuing the right acquisition and recruiting opportunities as we enter our next phase of growth.

More opportunity. More momentum. More to come.

Read the full announcement: https://ow.ly/Ycyl50ZG9eh

08/26/2026

Good businesses can hide hard questions.

Not because something is wrong.

Because success has a way of postponing conversations that still need answers.

Tell us: What's one important conversation success has had you put off for too long in your business?

08/25/2026

What’s next for ETF investing?

ETFs have become more than an investment vehicle - they’re reshaping how investors access markets and build portfolios.

In a recent Schwab Network interview, Steward Partners wealth manager Jason Bottenfield discusses why ETFs represent a lasting structural shift, driven by flexibility, innovation and tax efficiency.

Watch the full interview for Jason’s perspective on the next evolution of ETF investing: https://ow.ly/uO8r50ZEVGV

08/21/2026

What changes when you own a stake in the firm you’re helping to build?

At Steward Partners, our employee-owned model allows advisors to share in the success they help create, fostering a stronger sense of ownership, alignment and partnership.

It’s more than a place to work. It’s a stake in our shared future.

Learn more about the Steward Partners model: https://ow.ly/EPhF50ZCHkI

08/20/2026

What could the Treasury’s latest buyback operation mean for markets and investors?

Ryan Lynch of Zelniker Dorfman Private Wealth at Steward Partners joined Nicole Petallides on Schwab Network to discuss what’s moving markets and what investors should be watching next.

Watch the full conversation for Ryan’s perspective: https://ow.ly/mUqE50ZC0Ij

Address

400 Atlantic Street, 10th Floor
Stamford, CT
06901

Telephone

+12029306008

Website

http://www.stewardpartners.com/

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