President and Chief Operating Officer, Co-Founder

Deputy Chief Operating Officer, Partner

Steward Partners Honors Advisor Partners Recognized on 2025 Forbes/SHOOK Best-In-State Next-Gen Wealth Advisors List

Steward Partners Strengthens its Southeast Footprint with the Addition of Advisor Mike Wood

Steward Partners Ranked as a Top RIA by Financial Advisor Magazine for 2025

Steward Partners Honored as 2025 Excellence Awardee for InvestmentNews' Thrivent Employer of Choice

Transition & Integration Manager

Steward Partners Global Advisory is an employee-owned, full-service partnership focused on delivering bespoke wealth planning and investment strategies. They are seeking a technically-minded Transition & Integration Manager to optimize the financial advisor transition process through data analysis and technology solutions, ensuring seamless onboarding and integration of advisors.

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