STAMFORD, Conn., Aug. 27, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm, today announced that it has completed the refinancing and expansion of its senior credit facility. The facility will support additional recruiting, acquisitions, and other critical growth initiatives.
[...]STAMFORD, Conn., July 6, 2026 /PRNewswire/ -- Steward Partners, a full-service, employee-owned, independent financial services firm today announced the appointment of Joseph Glick as Chief Operating Officer.
[...]Veteran team managing $2.4 billion in client assets brings specialized expertise across business owners, athletes and entertainers, and multi-generational families to Steward Partners’ Legacy Channel
[...]The eight-member team, based in the Tampa Bay area, brings approximately $450 million in client assets to Steward Partners' rapidly growing M&A Channel
[...]May 06, 2026, 14:00 ET Seven-advisor team brings nearly four decades of client-first financial planning and a culture built on mentorship, shared values, and holistic wealth management
[...]STAMFORD, Conn., April 1, 2026 /PRNewswire/ -- Prominent advisor teams choose Steward Partners for independence, scale, and long-term partnership.
[...]STAMFORD, Conn., Dec. 19, 2025 /PRNewswire/ -- Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced that it has raised $475 million in strategic capital from Ares Credit funds ("Ares"), comprising a significant expansion of its lending relationship an [...]