WASHINGTON, Oct. 1, 2021 /PRNewswire/ -- Steward
Partners Global Advisory, LLC, an employee-owned, full-service
independent partnership associated with Raymond James Financial
Services, Inc. (member FINRA/SIPC), has expanded its network with
the addition of O'Hare Wealth Management affiliated with Steward
Partners in Mequon, Wisconsin. The
team, which is Steward's first team in the state, has $420 million in assets under management. Formerly
with Merrill Lynch, the five-person partnership includes Managing
Director/Wealth Managers John J. O'Hare
II, CFA, John "JJ" O'Hare III, CPWA®, and Gerald
"Jerry" Jones, as well as Vice President, Senior Wealth Management
Associate Amanda Sachs, CHFC®, CFP® and Vice
President, Client Administrative Manager Megan Roder.
"This is a team that gets up every morning and asks the
question, 'How can we positively impact our clients today?'.
We're extremely proud of the fact that the O'Hare Wealth has
joined Steward Partners as our first office in the Upper Midwest,"
said Chris Barton, Divisional
President, Steward Partners Global Advisory. "Their work ethic and
intense devotion to doing what's best for their clients has been
the key to their success so far and we are committed to providing
resources to help them grow even further as independent members of
our partnership. The transition to independence will give them the
freedom to provide a more personalized client experience."
"A decade ago, when I joined Merrill Lynch, that was the best
platform for my clients, but the industry has changed considerably
since then and we found that the Steward Partners platform gives us
access to more resources which will allow us to do more and better
things for our clients," explained John J.
O'Hare II. "In addition, Steward's relationship with
Raymond James and the new announced
partnership with Goldman Sachs brings a tremendous amount of
investment resources to our clients."
John O'Hare II spent the first 20
years of his career on Wall Street, where he was the manager of a
multi-billion dollar mutual fund before returning to his
Wisconsin roots to embark on a new
path in wealth management. He holds the Chartered Financial
Analyst® (CFA®) designation and has an
extensive background and depth of experience as an analyst and
portfolio manager. He joined Merrill Lynch in 2011 where, as
founder of The O'Hare Group, he was able to put his expertise to
work creating investment portfolios and retirement strategies for
high-net-worth clients.
The other two wealth managers John "JJ" O'Hare III and
Jerry Jones also joined Merrill
Lynch in 2011 and the three have been a team ever since. JJ
O'Hare earned the Certified Private Wealth Advisor®
designation (CPWA®) and works closely with clients on
wealth management and wealth transition strategies. Jerry Jones has served clients in the financial
services industry since 1986 and focuses on developing strategies
for successful corporations, individuals, families, and business
owners. Senior Wealth Management Associate Amanda Sachs has also
been with the team since 2014, while Vice President, Client
Administrative Manager Megan Roder joined in 2019.
"We've always limited the number of accounts each team member
handles so we can get to know clients on a deep and intimate
level," continued O'Hare. "We have also always operated as
fiduciaries and made this move to independence because we want to
be able to do more for our clients. With Steward Partners, we have
a toolbox giving us access to the industry's best solutions and
more opportunities to optimize our clients' wealth."
Steward Partners Global Advisory, LLC, an employee-owned,
full-service independent partnership associated with Raymond James
Financial Services, Inc. (member FINRA/SIPC). Steward Partners is
one of the country's fastest growing independent wealth management
firms and ranked #24 on Barron's list of Top RIAs in 2020. The
company was recently chosen as one of the Top Workplaces by
The Washington Post and was also named to the 2021 Greater
Washington Area Best Places to Work list, an annual awards program
presented by the Washington Business Journal, marking
the fifth consecutive year the company has been awarded this
honor.
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, McLean, McLean II, Norfolk and Richmond, VA, and Mequon, WI. 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 8,400 financial advisors
throughout the United States, Canada and overseas.
Total client assets are approximately $1.18 trillion as
of 7/31/21.
Steward Partners Holdings, Steward Partners Global Advisory, LLC
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.
Barron's Top 100
RIA Firms, 2020. Barron's is a registered trademark of
Dow Jones & Company, L.P. All rights reserved. Participation in
this ranking is by invitation only and limited to firms that meet
the minimum eligibility requirements. About 200 firms were
nominated, with 100 being ranked. Participating firms were
evaluated and ranked on a wide range of quantitative and
qualitative data, including assets overseen by the firm, revenue
generated by the firm, level of technology spending, number of
clients, size of staff, diversity across staff, and placement of a
succession plan. The ranking may not be representative of any one
client's experience, is not an endorsement, and is not indicative
of the advisor's future performance. Neither Raymond James nor any of its Financial Advisors
pay a fee in exchange for this award/rating. Barron's is not affiliated with Raymond James.
The 2021 Washington Business Journal BPTW honor
and the Washington Post's Top Workplace awards are not
awarded based on investment advisory services rendered. This
ranking is not indicative of advisor's future performance, is not
an endorsement, and may not be representative of individual
clients' experience. Raymond James
is not affiliated with Washington Business Journal or the
Washington Post.
Media Contact:
Michaela Morales
JConnelly
mmorales@jconnelly.com
973.224.7152
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SOURCE Steward Partners Global Advisory