The addition to the Steward Partners platform adds $320 million in client assets.

The employee-owned independent financial services firm Steward Partners has made a new partnership with Coastal 360 Capital Advisors.

The move will expand Steward Partners footprint in Florida, opening its first office in the Naples market and adding to the Clearwater, Sarasota, and Winter Park locations. Led by Alicia Fuller, the team of three is known as Coastal 360 Capital Advisors at Steward Partners, the firm said in a statement.

Fuller brings over 40 years of wealth management industry experience through her tenure at Merrill Lynch. Beginning her career in 1984 as a chartered accountant, Fuller became a financial advisor in 1990 specializing in generational planning, estate planning and retirement.

In addition to Fuller, Courtney Shrewsberry joins Steward Partners as vice president and wealth manager, and Christina Sanchez as vice president and client administrative manager, the firm added.

Steward Partners, which offers wealth management solutions for families, businesses, and multigenerational investors, is responsible for over $35 billion in client assets as of March 2024.