Steward Companions International Advisory welcomes Ramapo Wealth Advisors, a $600 million staff primarily based in New Jersey


Washington, 8 March 2022 /PRNewswire/ — Steward Companions International Advisory, LLC, Raymond James Monetary Companies, Inc. (Member FINRA/SIPC) welcomes its latest accomplice agency, Ramapo Wealth Advisors, positioned in an employee-owned, full-service unbiased partnership. Ramsey, New Jersey, 5-man staff, previously with Wells Fargo and Managing $600 million Shopper belongings embrace skilled consultants James SahgianCFPMBA, Peter T. GordinierAnd David Pucciawho’re supported by all yan lin sim And Maral fellows,

“The Ramapo Wealth Advisors staff represents the sort of dedicated, client-focused advisors which have helped Steward Companions develop so quickly,” stated Michael Drum, New York Tri-State’s divisional president of Steward Companions International Advisory. “Though these workers are approaching board utilizing our affiliate choice relatively than being a accomplice, they nonetheless have entry to all of our expertise, our full platform of companies, in addition to fairness within the guardian firm.”

“My companions and I made a decision to type an unbiased agency as a result of this enterprise mannequin permits us to do so much for our purchasers. We spent a number of years doing our due diligence earlier than we determined to hitch Steward Companions,” defined James Sahgian, Managing Director and Wealth Advisor, Ramapo Wealth Advisors. “By partnering with Steward, we’re positioning ourselves with a forward-thinking unbiased agency that provides superior expertise, a multi-custodial platform, and the power to supply quite a lot of options that weren’t beforehand accessible to us.”

James Sahgian CFP, MBA, started his monetary companies profession in 1999 as a monetary advisor with Smith Barney, who later merged with Morgan Stanley’s International Wealth Administration Group. He joined Wells Fargo in 2009, the place he served as Managing Director, Senior Vice President and Monetary Advisor. Along with incomes the Licensed Monetary Planner designation, he holds an MBA in Finance and a BS in Accounting. Rutgers College,

“We discovered that Steward’s entrepreneurial spirit matched our imaginative and prescient and the way we envisioned our follow transferring ahead,” echoed Peter T. Gordinier, Director and Wealth Supervisor, Ramapo Wealth Advisors. “We additionally felt that their multi-custodial method to enterprise would enable us to raised serve our prospects in the best way they deserve.”

Peter T. Gordinier Has labored in monetary companies for over 35 years and has been a monetary advisor for over 25 years. after graduating from Bucknell College With a BA diploma in economics in 1985, he went to work for Morgan Warranty Belief Firm New York Metropolisthe place his remaining place was assistant treasurer within the agency’s institutional securities lending division earlier than being accepted into Smith Barney’s brokerage coaching program, the place he grew to become a securities and insurance coverage licensee as a monetary advisor, working on the agency Paramus, NJ The Workplace. After increasing his follow with Smith Barney to almost 13 years, Peter accepted the place of vp with Wells Fargo Advisors in 2009.

Ramapo is Wealth Advisors’ third advisor Vice President and Wealth Supervisor David PucciaJoe brings over 40 years of expertise in monetary companies, working for Wells Fargo and its older banks since 1979. he graduated Lafayette School with a level in Economics and obtained an MBA diploma from Seton Corridor College With a focus in Finance.

“I spent my total profession with Wells Fargo and was very completely satisfied there however discovered that teaming up with Jim and Pete and becoming a member of Steward Companions was actually the most effective factor I might do for my purchasers in the intervening time,” added. David PucciaVice President of Ramapo Wealth Advisors.

“I really feel like I am coming full circle by becoming a member of Steward Companions,” added James Sahgian, “Once I joined Smith Barney in 1999 as a rookie advisor, Jim Gold, Steward’s CEO, was considered one of my trainers. I’ve immense respect for him and for the good enterprise he and his staff have created right here. We’re all very completely satisfied to be part of it.”

Apart from Ramapo Wealth Advisors, Steward Companions International Advisory additionally welcomed Michael EnglehartclueCFP, Senior Vice President and Wealth Supervisor. An advisor with 37 years of monetary companies expertise, he was most just lately with Wells Fargo Advisors, the place he was beforehand Vice President-Funding Officer. Englehart’s joint Bel Air, Maryland Workplace brings the Steward Companions community to 30 branches in 16 states and District of Columbia,

International Advisory About Steward Companions
With places of work in Newtown, CT, Washington, DC, Clearwater, FL, Andover and Boston, MA, Baltimore, Bel Air And bethesdaMD, Portland, ME, St. Louis, MO, Hendersonville, NC, Keene, Manchester and Portsmouth, NH, Paramus, Morristown, Ramsey and Somerville, NJ, Albany and New York Metropolis, NY, Conshohocken, PA, Austin, Dallas and Houston, TX, McLean, McLean II, Norfolk and Richmond, VA, and Macon, WI. Steward Companions International Advisory, LLC, is an employee-owned, full-service unbiased partnership that serves household, institutional and multi-generational belongings. For extra data go to www.stewardpartners.com.

Raymond James Monetary Companies, Inc. about
Raymond James Monetary Companies, Inc. is a monetary companies agency that helps unbiased monetary advisors nationwide. Since 1974, Raymond James Monetary Companies Inc., member FINRA/SIPC, has offered a variety of funding and wealth planning companies by means of its affiliate, Raymond James & Associates, Inc., member New York Inventory Trade/SIPC . Each dealer/supplier Raymond James Monetary, Inc. (NYSE-RJF), a number one diversified monetary companies firm with roughly 8,400 monetary advisors in the US, Canada, and abroad. Complete consumer belongings as of 12/31/2021 are roughly $1.26 trillion.

Steward Companions Holdings maintains a separate enterprise enterprise relationship with Steward Companions International Advisory, LLC, and our registered skilled Raymond James Monetary Companies, Inc., member affords securities by means of FINRA/SIPC. Funding advisory companies provided by means of Steward Companions Funding Advisory, LLC, 1776 I Avenue NW, Suite 700, Washington, DC 20006. Toll Free: (844) 801-8268.

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