William “Bill” Stewart III and his son, W. Grove Stewart IV, who managed $375 million at Janney Montgomery Scott in Annapolis, Maryland, have moved to the Alex. Brown unit of Raymond James. They will operate as Stewart Wealth Advisory Group.
Bill Stewart began his securities career in 1986 at Kidder Peabody. He was later with Smith Barney and Donaldson Lufkin & Jenrette. In 2003 he joined Legg Mason Wood Walker, whose private client group became part of Citigroup in 2005 and of Morgan Stanley in 2008. Stewart joined Janney Montgomery Scott in 2009.
Grove began his career in 2017 when he joined his father at Janney as a financial adviser trainee.
Relationships are key to our business but advisors are often slow to engage in specific activities designed to foster them.
Whichever path you go down, act now while you're still in control.
Pro-bitcoin professionals, however, say the cryptocurrency has ushered in change.
“LPL has evolved significantly over the last decade and still wants to scale up,” says one industry executive.
Survey findings from the Nationwide Retirement Institute offers pearls of planning wisdom from 60- to 65-year-olds, as well as insights into concerns.
Streamline your outreach with Aidentified's AI-driven solutions
This season’s market volatility: Positioning for rate relief, income growth and the AI rebound
