Steward Partners Global Advisory Welcomes Webster Grosso Wealth Management
Steward Partners Global Advisory has welcomed Webster Grosso Wealth Management, led by Ron Webster and Ed Grosso, to its partnership. The firm brings approximately $163 million in assets under management. Webster and Grosso, both seasoned financial advisors, are shifting from a traditional employee model to a partnership model, allowing for greater flexibility in serving clients. Jeff Gonyo, Divisional President at Steward Partners, anticipates significant growth in 2021 with this addition, highlighting the appeal of their hybrid business model.
- Webster Grosso adds approximately $163 million in assets under management, enhancing Steward Partners' portfolio.
- Transitioning to a partnership model allows for increased control and better client service by advisors.
- Steward Partners anticipates significant growth in 2021, reflecting confidence in its business model and new partnership.
- None.
WASHINGTON, Feb. 9, 2021 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), welcomes Webster Grosso Wealth Management to its partnership roster. The new firm is led by Ron Webster and Ed Grosso CFP®, a team of veteran advisors with approximately
"As we watched the evolution of the financial services industry over the last few years, we realized that there were better options out there for serving our clients than the business model we had been operating under. But it wasn't until we spoke with Steward Partners that we felt we had found the right fit," explained Ron Webster, Co-Founder, Webster Grosso Wealth Management. "Ultimately everything we've done has been about our clients and our ability to serve them. Now that we are partners rather than employees, we'll have more control over our day-to-day activities, and we can ensure that those activities are focused on our clients' needs."
"Steward Partners is expecting to realize significant growth this year and we are very excited to welcome Ron Webster and Ed Grosso as the first team to join Steward Partners in 2021," said Jeff Gonyo, Divisional President, Steward Partners. "We've been able to attract advisors of the highest caliber like Ron and Ed to our platform because we offer a hybrid model that lets our partners run their own businesses backed by the support of a powerful platform and a peer network that benefits from our mutual success."
Ron Webster recently celebrated his 30th anniversary as a financial advisor. For the last 18 years he was affiliated with Wells Fargo Advisors. He began his career and spent 11 years with Central Fidelity Bank in Richmond before joining Merrill Lynch as a financial advisor in 1998. His partner and teammate Ed Grosso, a veteran of over 16 years with Wells Fargo, has earned the Certified Financial Planner™ designation and has teamed with Ron Webster for the last 14 years. The third member of the team is Alice Winters, Senior Registered Client Administrative Manager, also from Wells Fargo with more than 15 years of experience.
"Ron and I have long believed that sound financial planning is key to our clients' success," added Ed Grosso, Co-Founder of Webster Grosso Wealth Management. "We were looking for a partner that was willing to make the investments in their platform to deliver outstanding resources—research, broad product selection, up-to-date technology—to advisors, so advisors can do the best job possible for their clients. We found that in Steward Partners."
About Steward Partners Global Advisory
With offices in Newtown, CT., Washington, D.C., Clearwater, FL., Andover and Boston, MA., Baltimore and Bethesda, MD., Portland, ME., St. Louis, MO., Hendersonville, NC., Keene, Manchester and Portsmouth, NH., Paramus and Morristown, NJ., Albany and New York City, NY., Conshohocken, PA., Austin, Dallas and Houston, TX., and Norfolk and Richmond, VA., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership catering to family, institutional and multigenerational wealth. For more information, visit us at www.stewardpartners.com.
About Raymond James Financial Services, Inc.
Raymond James Financial Services, Inc. is a financial services firm supporting independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE-RJF) a leading diversified financial services company with approximately 8,200 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately
Steward Partners Holdings, Steward Partners Global Advisory, LLC and Webster Grosso Wealth maintain a separate professional business relationship with, and our registered professionals offer securities through, Raymond James Financial Services, Inc., member FINRA/SIPC. Investment advisory services offered through Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP® (with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
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SOURCE Steward Partners Global Advisory
