Steward Partners Global Advisory, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. announced that two former Wells Fargo advisors with $500 million in client assets will join Steward at its newest location in Newton, Conn.
The Kortze Brother Wealth Management Group consists of brothers, John and Cary Kortze, as well as their fellow team members, Michele Ingram and Amy Nimer. The firm specializes in serving clients in all stages of retirement and investment planning.
The new team is the tenth group of advisors to join Steward Partners in 2018.
Steward Partners Global Advisory has offices in Albany, N.Y.; Andover and Boston, Mass.; Baltimore and Bethesda, Md.; Clearwater, Fla.; Newtown, Conn.; Keene, Manchester and Portsmouth, N.H.; Paramus and Morristown, N.J.; Houston, Texas; Richmond, Va.; New York; and Washington, D.C.
Raymond James Financial Services has 4,300 independent financial with approximately 7,600 financial advisors in 3,000 locations with total client assets 0f $730 billion.