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August 1, 2019

Steward Partners Global Advisory bolsters presence in Texas

Steward Partners Global Advisory, an independent partnership associated with Raymond James Financial Services, has established a new office in Texas.

Located in Austin, the new office marks the firm’s third location in Texas.

The firm forayed into Texas by opening an office in Houston last year, which was followed by a Dallas office earlier this year.

Other offices of Steward Partners are located in Newtown, Washington, D.C., Clearwater, Andover, Boston, Baltimore, Bethesda, Portland, Hendersonville, Keene, Manchester, Portsmouth, Paramus, Morristown, Albany, New York City, Plymouth Meeting, as well as Richmond.

The Austin office will be staffed by Dooley Group, which formerly managed $134m in assets at Merrill Lynch.

The team at Dooley Group joining Steward Partners includes Gene Dooley, Wes DeVoe, and Taryn Bertetto.

Gene Dooley and DeVoe will serve as managing director and vice president, respectively, at Steward Partners.

Steward Partners divisional president Chris Barton said: “We’re thrilled to have Gene, Wes and Taryn as our first partners in one of the fastest growing markets in the country.

“This now marks our 3rd office in 15 months in Texas and our firm continues to hear from talented advisers like Gene and Wes who see the value in our innovative partnership model and what Steward Partners has to offer through Raymond James.”

 

 

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