Harmony Private Wealth, a Fort Collins, Colo.-based independent practice led by co-founders DeHaven Becker, Michael Stradt and Janet Mabry, has joined Steward Partners Global Advisory, LLC, the companies said in a news release.
Harmony was formerly with RBC Wealth Management, where the team managed more than $350 million in client assets.
The affiliation is Steward’s first entry into the Denver market, expanding the firm’s national footprint, according to Chris Barton, divisional president, Steward Partners Global Advisory.
The Harmony Private Wealth partners and co-founders have more than 45 years of collective experience with RBC. Becker most recently served as senior vice president and financial advisor at RBC, where he worked for more than 13 years. Stradt is an RBC veteran of more than 23 years, and Mabry spent 11 years there as a financial advisor.
Becker said in the news release that he and his partners spent several years evaluating potential options for their practice.
"We chose Steward because not only are they a good match for what we want to do with our business, but they are also a partnership that aligns with our values and those of our clients,” he said. “We feel they have the resources to help us create an environment where we can provide the best service possible and our clients can thrive."
Headquartered in Washington, D.C., Steward Partners Global Advisory, LLC, is an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc.