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WASHINGTON, October 11, 2021 / PRNewswire / – Steward Partners Global Advisory, an employee-owned, full-service wealth management company affiliated with Raymond James Financial Services, Inc. (a member of FINRA / SIPC), announces that Doug Kentfield was promoted to President after serving as Head of Wealth Management for the past two years. Together with CEO James Gold and COO Hy Saporta, he will develop strategic initiatives to build on Steward Partners’ dramatic growth trajectory.
“Doug has done a phenomenal job leading our wealth management practice, and his leadership has been instrumental in the spectacular growth of Steward Partners over the past two years. This well-deserved promotion is in recognition of those efforts,” said James Gold, CEO of Steward Partners Global Advisory. “He has over 30 years in the industry and an understanding of the advisory space that proved invaluable in completing the integration of our acquisition of Umpqua Investments $ 3.4 billion in wealth. “
“I am deeply honored by this recognition and appreciate the support I have received from our consultant partners and our internal staff,” said Doug Kentfield. “It is really the combined efforts of all of us that have made Steward Partners the industry it is today. I look forward to working closely with Jim Gold and COO Hy Saporta to see Steward Partners reach their full potential. “
Doug Kentfield began his career as a financial advisor at EF Hutton, then spent 12 years with Smith Barney as a branch manager, regional director and division manager. Following the acquisition of Smith Barney by Morgan Stanley in 2009, he successfully merged the two wealth management organizations into a single culture and platform while driving revenue and profitability gains. Prior to joining Steward Partners, Doug was Senior Advisor for NextShares Solutions, LLC.
Steward Partners Investment Advisory has been one of the fastest growing RIA firms since its inception in 2016, and has ranked 20th in less than five years Barrons Top 100 RIA Firm List for 2021. Steward Partners also had seven consultant partners included in the Forbes 2021 List of Best-in-State Wealth Advisors, an annual ranking of more than 5,000 consultants who researched, interviewed and based on a ranking an algorithm of qualitative and quantitative criteria is assigned. The company was also named a Top Workplace by the Washington Post and was named to the list of Best Workplaces in the Greater Washington Area 2021, an annual awards program presented by the Washington Business Journal that honors the company for the fifth year in a row has this honor.
About Steward Partners Global Advisory
With offices in Newtown, CT, Washington, DC, Clearwater, Florida, And over and Boston, MA, Baltimore and Bethesda, MD, Portland, ME, St. Louis, MO, Hendersonville, NC, Keene, Manchester and Portsmouth, NH, Paramus and Morristown, New Jersey, Albany and New York City, NEW, Conshohocken, PA, Austin, Dallas and Houston, Texas, McLean, McLean II, Norfolk and Richmond, Virginia, and Mequon, WI. Steward Partners Global Advisory, LLC, is an employee-owned, full-service, independent partnership focused on 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 company supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., a member of FINRA / SIPC, has offered a wide range of investment and wealth planning services through its subsidiary Raymond James & Associates, Inc., a member of the New York Stock Exchange / SIPC . Both brokers / dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF), a leading diversified financial services company with approximately 8,400 financial advisors in the US, Canada and overseas. Total customer assets as of 7/31/21 are around $ 1.18 trillion.
Steward Partners Holdings, Steward Partners Global Advisory, LLC have a separate professional relationship with Raymond James Financial Services, Inc., a member of FINRA / SIPC, and our registered professionals sell securities. Investment advisory services offered by Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.
Barrons Top 100 RIA Firms, 2021. Barrons is a registered trademark of Dow Jones & Company, LP. All rights reserved. Participation in this ranking is only possible by invitation and limited to companies that meet the minimum requirements for eligibility. Around 200 companies were nominated, 100 of which were included in the ranking. Participating companies were rated and ranked against a wide range of quantitative and qualitative data, including assets that the company oversees, company revenue, amount of technology spending, number of customers, size of staff, diversity among employees, and placement of employees and succession planning. The ranking may not be representative of an individual client’s experience, is not an endorsement, and is not an indication of the future performance of the consultant. Neither Raymond James nor any of his financial advisors pay any fee in exchange for this award / rating. Barron’s is not affiliated with Raymond James.
The Washington Business Journal’s 2021 BPTW Award and the Washington Post’s “Top Workplace” award are not awarded on the basis of investment advisory services. This ranking is not indicative of the future performance of the consultant, is not a confirmation, and may not be representative of the experience of individual clients. Raymond James is not affiliated with the Washington Business Journal or the Washington Post.
The Forbes ranking of the Best-in-State Wealth Advisors developed by SHOOK Research is based on an algorithm of qualitative criteria, which is mainly obtained through telephone and personal due diligence interviews and quantitative data. The consultants considered have at least seven years of experience and the algorithm weights factors such as sales trends, assets under management, compliance records, industry experience and those that include best practices in their practices and approaches to working with clients. The portfolio performance is not a criterion due to different customer goals and a lack of verified data. Of around 32,725 nominations, more than 5,000 consultants received the award. This ranking is not indicative of a consultant’s future performance, is not a confirmation, and may not be representative of the experience of individual clients. Neither Raymond James nor his financial advisors or RIA firms pay any fee in exchange for this award / rating. Raymond James is not affiliated with Forbes or Shook Research, LLC. Please visit https://www.forbes.com/best-in-state-wealth-advisors for more information.
Media contact:
Michaela Morals
JConnelly
mmorales@jconnelly.com
973.224.7152
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SOURCE Steward Partners Global Advisory
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