The group collectively brings approximately $630 million in client assets to the Steward Partners' platform. "We're excited to welcome this outstanding team to Steward Partners," said Jason Bourgo, President of Strategic Growth – East Region at Steward Partners. The team officially joined Steward Partners on Wednesday, February 4, 2026, and will continue serving clients from their Macon office. "Joining Steward Partners represents an exciting milestone for our team and, more importantly, for our clients," said Kevin Watson, Partner, Managing Director, Wealth Manager. Steward Partners continues to attract established advisory teams seeking independence, equity ownership, and a client-first environment without sacrificing institutional-grade resources.

Source: Forbes February 05, 2026 14:04 UTC