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Steward Partners and Raymond James Expand New England Footprint with New Office and Team in Connecticut

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Steward Partners and Raymond James Expand New England Footprint with New Office and Team in Connecticut

The New Office is Steward's 16th Location Nationwide

The Incoming Former Wells Fargo team is the Tenth Group to Join Steward This Year

PR Newswire

NEWTOWN, Conn., July 24, 2018 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced the opening of its newest office in Newtown, Connecticut, its 16th location nationwide and its first in the Constitution State. The firm also announced that the Kortze Brother Wealth Management Group has joined Steward Partners and will be based in the new space.

The Kortze Brother Wealth Management Group is comprised of brothers, John and Cary Kortze, as well as their fellow team members, Michele Ingram and Amy Nimer. The new team joins Steward Partners from Wells Fargo where they oversaw $500 million in client assets, and specializes in helping clients through all stages of retirement and investment planning.

"We couldn't be more excited to continue our growth this year with a new team and office location," said Hy Saporta, Steward Partners' president and chief operating officer. "John, Cary and the entire Kortze Group represent the type of high-performing, client-focused professionals Steward looks for, and we're lucky that so many talented advisors like themselves are increasingly seeing value in our model."

"Our entire team is thrilled about this new chapter, both for our firm and our clients," added John Kortze. "Together with Steward Partners and Raymond James, we're able to create new opportunities for our clients, providing them with more options and flexibility as we help them achieve their financial goals."  

The new office in Newtown, CT, marks Steward's sixth location in the New England area, underscoring the importance of that region to the firm, and are the tenth group of advisors to join Steward Partners so far in 2018.  

About Steward Partners Global Advisory

With offices in Albany, N.Y., Andover and Boston, Mass., Baltimore and Bethesda, Md., Clearwater, Fla., Newtown, CT., Keene, Manchester and Portsmouth, N.H., Paramus and Morristown, N.J., Houston, Tex., Richmond, Va., New York City and Washington, D.C., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth.

For more information, visit us at www.stewardpartners.com.

About Raymond James Financial Services, Inc.

Raymond James Financial Services, Inc. is a financial services firm supporting more than 4,300 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 7,600 financial advisors in 3,000 locations throughout the United States, Canada and overseas. Total client assets are $730 billion.

Steward Partners Holdings, Steward Partners Global Advisory, LLC and the Kortze Brother Wealth Management Group maintain a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.

Media Contact:

Jesse Chen – Water & Wall Group
212-625-2365
jesse@w.group

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SOURCE Steward Partners Global Advisory, LLC

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