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Steward Partners and Vanbridge Insurance Services Expand Partnership


Steward Partners and Vanbridge Insurance Services Expand Partnership

PR Newswire

NEW YORK, July 25, 2018 /PRNewswire/ -- Vanbridge Insurance Services, an innovative life insurance, executive benefit and financial advisory distribution firm and Steward Partners Global Advisory, an employee-owned, full-service independent partnership, announce the expansion of their partnership to include a depth of service and solutions that spans the financial services marketplace.

Since the onset of their partnership in 2015, Steward Partners and Vanbridge have collaborated to create a specialized and respected service for its clients. This expanded partnership will offer a broader range of services to include consulting on risk related solutions, executive benefits and several lines of estate, business and personal planning specifically developed for its high net worth clientele. In addition, Vanbridge will be offering practice management support to Steward's internal partners.

As a full-service independent firm, Steward Partners caters to family, institutional and multi-generational investors. Their professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, banking and lending solutions, institutional consulting, international advisory and business solutions.

"We have been excited and humbled to watch the impressive growth Steward Partners has achieved over the past several years. We are proud to have been there during the early days and continue to look forward to the future" said Mitchell K. Smith, Managing Principal at Vanbridge. "We continue to focus on our clients, their priorities and how best to serve them, we believe broadening the scope of solutions and professional services available to Steward Partners ensures they are well-positioned for even greater growth and in service to their clients." Smith continued.

"Through our collaborative partnership with Vanbridge, we are able to offer objective and creative solutions to our clients we believe no one else can match," said Jeff Gonyo, Steward's divisional president.  Jim Gold, Steward Partners' CEO agreed, "This partnership allows us to lead with a total advisory solution that is innovative and objective and provides our advisors and their clients with the professionalism they deserve."

About Steward Partners Global Advisory

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

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About Vanbridge Insurance Services LLC

Vanbridge is a life insurance, executive benefit and financial advisory wholesale distribution firm, which consults for advisors around the country.  Trusted as the one resource the market has struggled to find – an independent, objective and creative insurance firm. Vanbridge serves the high net worth, family office, hedge fund, corporate, private equity, RIA, legal, accounting, broker dealer and insurance firms as an objective specialist providing sophisticated consulting services that create a strategic foundation for estate, personal, executive benefits and business planning. Combining the best intellectual capital across insurance and capital markets on a national level, allows our strategy to work with a diverse portfolio of clients on initiatives to discover value, opportunity and solutions. Vanbridge Insurance Services is a subsidiary of Vanbridge LLC and is headquartered in Boca Raton, FL.

About Vanbridge

Vanbridge is an insurance intermediary and program management firm that provides products and services at the intersection of the insurance, private equity and hedge fund industries. Vanbridge and its subsidiaries focus on alternative asset management, corporate and individual high net worth clients, solving risk related issues utilizing insurance and alternative capital. Vanbridge is a privately held company and is headquartered in New York, NY.

Steward Partners Global Advisory LLC maintains 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. Banking and lending offered through RJ Bank. Raymond James is not affiliated with Vanbridge, Vanbridge subsidiaries or Vanbridge representatives. Investment advisory services offered through Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.

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