![]() We couldn't be happier that more and more advisors are beginning to see the benefits of our independent, employee-driven approach for their business, and we're so excited to start 2019 by welcoming these advisors to our growing family." “James, Ralph and Adam represent just the type of talented, client-focused advisors we were looking for. "When we decided to expand our growing New England presence by opening our first office in Maine, we knew we needed to find the right group of advisors to help us make that happen,” said Jim Connors, divisional president at Steward Partners. Five employees are working at that location at the start. Dunbar’s colleague, Jackie Gervais, also joins the firm.ĭunbar, Gervais and the GoodNylund team will be based out of the new Portland office. Christine Balfour, their longtime associate, also joins the GoodNylund team, which oversaw $200 million in client assets at Wells Fargo, according to a news release announcing the opening of the new Portland office.Īdam Dunbar, also formerly of Wells Fargo in Portland, has joined Steward Partners as a senior vice president and will lead his own team with roughly $138 million in client assets. Ralph Good and James Nylund, certified financial planners formerly with Wells Fargo in Portland and who comprise the newly formed GoodNylund Wealth Management Group, have joined Steward Partners as a managing director and vice president respectively. The Portland office is located at 16 Middle St., Suite 501B, and is the 17th location nationwide for Steward Partners - its first within Maine ![]() and the Financial Industry Regulatory Authority. That partnership is associated with Raymond James Financial Services Inc., a member firm of the Securities Investor Protection Corp. ![]() Several former Wells Fargo financial advisors, who collectively bring with them $338 million in client assets, have opened a new office in Portland through an affiliation with Steward Partners Global Advisory LLC, an employee-owned full-service independent partnership.
0 Comments
Leave a Reply. |