Adding to string of new hires, Steward Partners lands $160M Merrill team
Steward Partners hired a former Merrill Lynch team managing $160 million in client assets, the firm said.
It’s the latest in a string of hires for the independent firm, which was founded by former wirehouse managers in 2013 and is affiliated with Raymond James. So far this year, Steward Partners has recruited 19 advisors and opened six offices. The Washington, D.C.-based firm now has more than 100 advisors operating from 21 locations.
New recruits Kevin Taube and Ashley Berberian joined Steward Partners in Manchester, New Hampshire. The firm has two other offices in the state.
Taube said the team moved because of the independence and flexibility Steward Partners could offer them.
“The firm has been growing fast over the last few years, which isn’t surprising when you see everything they have to offer. I’m looking forward to getting started,” Taube said in a statement.
Taube started his career at Merrill Lynch in 2006, according to FINRA BrokerCheck. Berberian began her stint at the wirehouse in 2012.