Steward Partners Hires Trio From Wells Fargo

Robbie Lawther

26 January 2018

Steward Partners Global Advisory, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, has hired Sarah Marks, director, Andrew Egber, senior vice president, and Miguel Lopez, vice president, from Wells Fargo, where they managed approximately $230 million in client assets.

Marks and her team join Steward's Washington office, while Egber and Lopez, who operate as the Egber-Lopez Investment Group, join the firm's Bethesda, Maryland operation.

The three advisors are the first new additions of the year for Steward Partners.

“We continue to see interest across our current branches in the Northeast and Florida, and we are now experiencing a surge of unsolicited interest from regions beyond our current footprint,” said Hy Saporta, Steward Partners' president. “To keep up with demand, and not overwhelm our existing process, we've added more talent in operations, regional management and, most recently, our board of directors."

Since November 2013, Steward Partners has added over 80 advisors with over $8.3 billion in assets under management. In 2017, Steward Partners announced the openings of the firm's ninth, tenth, eleventh and twelfth locations, in Florida, Boston, Baltimore and New Jersey, respectively.