/PRNewswire/ Steward Partners Holdings LLC, an employee-owned full-service independent partnership, and Raymond James announced today that Steward Partners.
Steward Partners Completes Umpqua Investments Acquisition
Deal Adds $3.4 Billion in Client Assets and 22 Advisors to Partnership and Expands Reach to West Coast
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WASHINGTON, April 23, 2021 /PRNewswire/ Steward Partners Holdings, LLC an employee-owned, full-service independent partnership, has closed on its acquisition of Umpqua Investments Inc., a registered broker dealer and registered investment adviser, from Umpqua Holdings Corporation (NASDAQ: UMPQ). The entity has been renamed Steward Partners Investment Solutions, LLC. The acquisition marks Steward Partners planned expansion into the Pacific Northwest and will add 22 financial advisors managing $3.4 billion in client assets generating $15 million in revenue and raises Steward Partners total client assets under management to more than $22 billion.
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Steward Partners Global Advisory Welcomes Poljak Group Wealth Management as First Louisiana Team
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WASHINGTON, April 21, 2021 /PRNewswire/ Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), is continuing its nationwide expansion with the addition of Poljak Group Wealth Management in Shreveport, Louisiana. The eight-person team led by brothers Denis and Davor Poljak manages over $500 million in client assets and was previously associated with Morgan Stanley. Denis and Davor represent a true American success story, and we re proud that they have chosen Steward Partners to help grow their business and write their next chapter, said Chris Barton, Divisional President, Steward Partners Global Advisory. Their team is a living testament to how hard work, advanced education and genuine concern for clients can be
Neighborhood Loans Recognized as Fourth Best Company to Work For in the Nation
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National Mortgage News presented its third annual Best Mortgage Companies to Work For an awards program dedicated to recognizing the industry’s premier employers and providing them with employee feedback highlighting their strengths and weaknesses. DOWNERS GROVE, Ill. (PRWEB) March 17, 2021 The program is a collaboration between National Mortgage News and the Best Companies Group, which conducts extensive employee surveys and reviews employer reports on benefits and policies. The employee survey covers eight topics: Leadership and Planning; Corporate Culture and Communications; Role Satisfaction; Work Environment; Relationship with Supervisor; Training, Development and Resources; Pay and Benefits; and Overall Engagement.