Steward Partners

Steward Partners is proud to celebrate Mohan Gurupackiam, our Chief Information Officer, for being named CTO of the Year in the 2025 ThinkAdvisor Luminaries Awards. This recognition reflects Mohan’s leadership and the firm’s ongoing commitment to innovation, technology excellence, and an advisor-first experience that drives meaningful impact for both advisors and their clients. Read more about this milestone here: https://lnkd.in/eVXEZKZK Award Disclosures: https://lnkd.in/eWJgGeji #CTOOfTheYear #ThinkAdvisorAwards #LeadershipRecognition

We’re excited to share that Zizmer-Jones Private Wealth Management Group has joined our partnership in Winter Park, FL. Please join us in welcoming the Zizmer-Jones team to Steward Partners as we continue to grow together. #UnstoppableSteward #WeAreGrowing #NewJoin

With Thanksgiving approaching, many advisors are reviewing what’s on their “professional plate” — and what isn’t. For some, it’s ownership. For others, it’s flexibility or the level of support they need to grow. At Steward Partners, we bring those key ingredients together with true equity, multi-custodial choice, and a partnership model built for advisor growth. If your current firm is missing a key ingredient, let’s connect: https://ow.ly/ETyO50Xyic2 Wishing you a Happy Thanksgiving.

For most advisors, the most challenging aspect of exploring a move is the fear of change. But you’ve reached this level of success because you know what works — and our job isn’t to disrupt that. At Steward Partners, we protect your process, your client experience, and your momentum. The result: far less change than you expect, and far more upside than you imagine. Let's talk: https://ow.ly/1OeE50XvSkb

Before you make your next move, ask yourself: • Do I have real equity ownership? • Am I truly in control of my client experience? • Does the firm’s leadership truly value advisor input? If you hesitated on any of those, it's time for a conversation. At Steward Partners, our model was built by advisors, for advisors — with partnership, flexibility, and ownership at its core. Let's talk: https://ow.ly/Qwir50XrUsl

In an industry where advisors are often asked to choose between independence and institutional support, there is one model that offers the best of both worlds. At Steward Partners, advisors benefit from: • The autonomy to serve clients with flexibility and intention • Comprehensive support across marketing, technology, operations, and compliance • A partnership culture built on shared ownership and long-term growth It’s a place where advisors can build their business with confidence — and never feel like they’re building it alone. Let's talk: https://ow.ly/RMo850Xl6CY