First partner in Georgia is a former Wells Fargo team with $275 Million AUMNEW YORK, Nov. 21, 2023 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Miller Family Wealth Management at Steward Partners, a two-person team comprised of Partner, Managing Director, Wealth Manager Charles (Chuck) Miller and Partner, Vice President, and Wealth Manager Simone Jones. Steward Partners was the only firm that had everything I wanted, and more," explained Chuck Miller, Partner, Managing Director, Wealth Manager, Miller Family Wealth Management at Steward Partners. Additionally, two Steward Partners advisors were included on Forbes America's Top Women Wealth Advisors Best-In-State List 2023, and another named to Forbes Top Next-Gen Wealth Advisors Best-In-State 2023, all of which are prepared by SHOOK Research. About Steward Partners Global AdvisoryRepresenting some of the U.S.'s top advisors, Steward Partners is a full-service, employee-owned, independent financial services firm that offers wealth management solutions for families, businesses, and multigenerational investors. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC, and Steward Partners Global Advisory, LLC are affiliates and separately operated.
Source: Forbes November 21, 2023 15:41 UTC