WASHINGTON, March 8, 2022 /PRNewswire/ — Steward Partners Global Advisory, LLC, an independent, full-service, employee-owned partnership associated with Raymond James Financial Services, Inc. (Member FINRA/SIPC), welcomes its new partner firm, Ramapo Wealth Advisors, based at Ramsey, New Jersey. The five-person team, formerly at Wells Fargo and managing $600 million in client assets, including veteran advisors James SahagianPCP®MBA, Pierre T. Gordinierand David Puciawhich are all supported by Yan Lin Sim and Maral Sahagian.
“The Ramapo Wealth Advisors team represents the kind of engaged, client-focused advisors who have helped Steward Partners grow so rapidly and rapidly,” said Michael Drumm, Division President, New York Tri-State, Steward Partners. Global Advisory. “Although they join us using our affiliate option, rather than being employed partners, they still have access to all of our technology, our full service platform as well as shares in mother Society.”
“My associates and I decided to form an independent company because this business model allows us to do so much more for our clients. We spent a few years on our due diligence before choosing to join Steward Partners,” explained James Sahagian, Managing Director and Wealth Advisor, Ramapo Wealth Advisors. “By partnering with Steward, we are aligning ourselves with a forward-thinking independent company that offers superior technology, a multi-custodian platform, and the potential to offer different solutions not previously available to us.”
James Sahagian CFP®, MBA, began his financial services career in 1999 as a financial advisor at Smith Barney, which later merged with Morgan Stanley’s Global Wealth Management Group. He joined Wells Fargo in 2009, where he served as Managing Director, Senior Vice President and Financial Advisor. In addition to having obtained the title of Certified Financial Planner, he holds an MBA in finance and a BS in accounting from Rutgers University.
“We found that Steward’s entrepreneurial spirit aligned with our approach and how we envision our practice going forward,” echoed Pierre T. Gordinier, Director and Wealth Manager, Ramapo Wealth Advisors. “We also felt that their multi-custodian approach to business would allow us to better serve our clients in the way they deserve.”
Pierre T. Gordinier has worked in financial services for over 35 years and has been a financial advisor for over 25 years. After graduating from Bucknell University in 1985 with a bachelor’s degree in economics, he went to work for Morgan Guarantee Trust Company in New York Citywhere his last position was as assistant treasurer in the firm’s institutional securities lending department before being accepted into Smith Barney’s brokerage training program, where he became a securities and insurance financial advisor, working in the company department. Paramus, New Jersey Office. After developing his practice for nearly 13 years with Smith Barney, Peter accepted the position of Vice President at Wells Fargo Advisors in 2009.
Ramapo Wealth Advisors’ Third Advisor is Vice President and Wealth Manager David Puciawho brings over 40 years of financial services experience, having worked for Wells Fargo and its former banks since 1979. He is a graduate of Lafayette College holds a degree in economics and earned his MBA from Seton Hall University with a concentration in finance.
“I spent my entire career at Wells Fargo and was very happy there, but I found that teaming up with Jim and Pete and affiliating with Steward Partners was truly the best thing I could do for my clients. at that time,” added David Puciavice president of Ramapo Wealth Advisors.
“I feel like I’m coming full circle by joining Steward Partners,” added James Sahagian. “When I joined Smith Barney as a rookie advisor in 1999, Jim Gold, CEO of Steward, was one of my trainers. I have the greatest respect for him and for the great company he and the team here have built. We are all extremely happy to be part of it.”
In addition to Ramapo Wealth Advisors, Steward Partners Global Advisory also hosted Michel EnglehartCLU®PCP®, Senior Vice President and Wealth Manager. An advisor with 37 years of experience in financial services, he most recently worked at Wells Fargo Advisors, where he was Senior Vice President and Chief Investment Officer. Englehart’s addition Bel Air, Maryland office, brings the Steward Partners network to 30 branches in 16 states and the District of Colombia.
About Steward Partners Global Advisory
With offices in Newtown, CT, Washington, DC, Clearwater, FL, Andover and Boston, MA, Baltimore, beautiful air and BethesdaMD, Portland, ME, St. Louis, MO, Hendersonville, NC, Keene, Manchester and Portsmouth, NH, Paramus, Morristown, Ramsey and Somerville, NJ, Albany and New York City, NY, Conshohocken, PA, Austin, Dallas and Houston, TX, McLean, McLean II, Norfolk and Richmond, VA, and Mequon, WI. Steward Partners Global Advisory, LLC, is an independent, full-service, employee-owned partnership catering to family, institutional and multi-generational 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 company that supports 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 subsidiary, 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 8,400 financial advisors in the United States, Canada and the United States. foreigner. Total client assets are approximately $1.26 trillion as of 12/31/2021.
Steward Partners Holdings, Steward Partners Global Advisory, LLC has a separate professional business relationship with Raymond James Financial Services, Inc., Member FINRA/SIPC, and our registered professionals offer securities through Raymond James Financial Services, Inc. Services investment advice offered by Steward Partners Investment Advisory, LLC, 1776 I Street NW, Suite 700, Washington, DC 20006. Toll free: (844) 801-8268.
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SOURCE Steward Partners Global Advisory Group