Steward Partners Adds Veteran $1.5 Million Team From Morgan Stanley - Northern Michigan's News Leader

Steward Partners Adds Veteran $1.5 Million Team From Morgan Stanley

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SOURCE Steward Partners Global Advisory LLC


WASHINGTON, May 15, 2014 /PRNewswire/ -- Steward Partners Global Advisory LLC, an employee-owned, full service partnership, today announced that Rodger Friedman and Joe Wong have joined their Washington, DC office from Morgan Stanley Wealth Management. The Team manages $170 million in client assets, and generated $1.5 million in production.

This most recent addition continues Steward's remarkable growth, as the firm nears the '$1 Billion in Assets Recruited Milestone' in its first 200 days since launch. With three offices in three states opened and several more planned this year, Steward Partners is becoming one of the fastest growing Full Service Independent Partnerships in the Industry.

"We are thrilled to have two of the most respected advisors in DC join our firm," says Steward Partners CEO Michael Maurer, "Rodger and Joe represent the best of their profession. Their passion for the industry and relentless focus on their clients is inspiring. For over 30 years Rodger has worked diligently for his clients, and will soon be a published author sharing the lessons he has learned."

Over the past year the team went through an intense discovery process to find the right firm for their clients and their team. Joining Steward Partners is an opportunity for the Team to reunite with former colleagues who share their passions and values.

"We wanted to make the right decision for our clients and teammates," says Rodger Friedman, "We were intrigued by the idea of being independent, but found the process daunting. Steward Partners made the process easy. We were searching for a firm with a client first culture, and wanted a local leadership team that can help us run and grow our practice." Wong adds, "Being a Founding Partner of such an innovative, high caliber firm is both humbling and exciting at the same time."

Steward Partners, through their relationship with Raymond James, has enjoyed dramatic growth since it launched in September 2013. "Our biggest challenge right now is managing demand." says Maurer. "We will continue our pace of rapid growth, balanced by giving our new Partners and their clients the attention they need to have a seamless transition."

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

For more information, visit us at

About Raymond James Financial Services
Raymond James Financial, Inc. (RJF) is a leading diversified holding company providing private client group, capital markets, asset management, banking, and other services to individuals, corporations, and municipalities. Its three principal wholly owned broker-dealers, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, Raymond James Financial Services, Inc., member FINRA/SIPC and Raymond James Ltd., have approximately 6,200 financial advisors serving in excess of 2.5 million accounts in more than 2,500 locations throughout the United States, Canada and overseas. Total client assets are approximately $441 billion. Public since 1983, the firm has been listed on the New York Stock Exchange since 1986 under the symbol RJF. Additional information is available at

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. 1000 Connecticut Ave., N.W., 9th Fl. Washington D.C. 20036 - Toll Free: (855) 414-3140.

Press Contact:

Tony Sirianni

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