Steward Partners Global Advisory, an employee-owned, full service partnership, today announced that Rodger Friedman and Joe Wong have joined their Washington, DC office from Morgan Stanley Wealth Management.
The Team manages US$170 million in client assets, and generated US$1.5 million in production.
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This most recent addition continues Steward’s remarkable growth, as the firm nears the ‘$1 Billion in Assets Recruited Milestone’ in its first 200 days since launch.
With three offices in three states opened and several more planned this year, Steward Partners is becoming one of the fastest growing Full Service Independent Partnerships in the Industry.
"We are thrilled to have two of the most respected advisors in DC join our firm," says Steward Partners CEO Michael Maurer, "Rodger and Joe represent the best of their profession. Their passion for the industry and relentless focus on their clients is inspiring. For over 30 years Rodger has worked diligently for his clients, and will soon be a published author sharing the lessons he has learned."
Over the past year the team went through an intense discovery process to find the right firm for their clients and their team.
Joining Steward Partners is an opportunity for the Team to reunite with former colleagues who share their passions and values.
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By GlobalData"We wanted to make the right decision for our clients and teammates," says Rodger Friedman, "We were intrigued by the idea of being independent, but found the process daunting. Steward Partners made the process easy. We were searching for a firm with a client first culture, and wanted a local leadership team that can help us run and grow our practice." Wong adds, "Being a Founding Partner of such an innovative, high caliber firm is both humbling and exciting at the same time."
