An employee-owned, full-service partnership catering to family, institutional, and multi-generational wealth. stewardpartners.com/Disclosu…
Joined November 2013
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Zelniker Dorfman Private Wealth joins Steward Partners, adding $2.4B in client assets and expanding our presence across the Northeast and Florida. A strong partnership built on shared values, advisor ownership, and long-term growth. ow.ly/3iei50Z9yRf
#WeAreGrowing
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Day one of our 9th Annual Steward Partners Symposium kicked off with the All Steward Session, followed by our Welcome Reception and Dinner in Hollywood, FL.
Our UNSTOPPABLE theme shines with connection, inspiration, and momentum. #StewardSymposium2026 #UnstoppableSteward
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We are ready to kick off our 9th Annual Steward Partners' Symposium in Hollywood, FL!
We’re looking forward to an inspiring week of collaboration and celebration with our UNSTOPPABLE partners.
#StewardSymposium2026 #TheBestIsYetToCome #UnstoppableSteward
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It's Finally Here!
Our 9th Annual Steward Partners Symposium in Hollywood, FL, will be our biggest yet, empowering independent advisors with tools to lead in wealth management.
#StewardSymposium2026 #TheBestIsYetToCome #UnstoppableSteward
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One more day to go!
We are excited to introduce the outstanding keynote speakers who will be joining us at the 9th Annual Steward Partners Symposium.
We can't wait to get started!
#StewardSymposium2026 #TheBestIsYetToCome #UnstoppableSteward
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M&A doesn't have to mean the end.
More advisors are using it to create liquidity, gain scale, add partners, and keep growing—without giving up control.
The best deals aren't about exiting.
They're about evolving.
Let's talk: ow.ly/KHrM50Z8fbB
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3 of our leaders have been named finalists for the 2026 @wealth_mgmt Wealthies Awards in the Individual RIA Firm Leaders categories:
• Jim Gold — CEO of the Year (AUM > $25B)
• Scott Danner — M&A Leader of the Year
• Rob Guldner — CCO of the Year
List: ow.ly/etr650Z8bhI
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Scott Danner, Executive Vice President & #ChiefGrowthOfficer at Steward Partners, will take the stage at #WealthManagement EDGE (#RIAEdge) on June 11 at 3:55 PM EST.
Say hello to Scott if you are attending; he would love to connect.
#RIA #AdvisorGrowth
@wealth_mgmt
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Just one week until the 9th Annual Steward Partners Symposium 2026!
Excited to connect, collaborate, and celebrate growth.
#StewardSymposium2026 #TheBestIsYetToCome #UnstoppableSteward
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Something special is near!
Steward Partners leaders and teams gather in Hollywood, FL, for our 9th Annual Symposium to connect, collaborate, and celebrate momentum. #StewardSymposium2026 #UnstoppableSteward #TheBestIsYetToCome
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Most advisors wait for pressure to start the conversation, but the best outcomes come from planning ahead while you still control your business's future.
Learn more: ow.ly/7MWE50Z5KJC
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Steward Partners retweeted
May 26
Why the @StewardPartners CEO thinks all of wealth management is going on sale “one advisor, one team, one practice at a time.” #financialplanning #wealthmanagemnet #financialadvisors
bit.ly/4uAg51z
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Recruiting has shifted.
It’s not about the deal anymore.
It’s about ownership and what you’re building.
Jeff Gonyo on what’s actually changing:ow.ly/3nHA50Z4oxl
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“Underground M&A” in wealth management may be far bigger than reported.
Steward Partners CEO Jim Gold shares why many independent deals never make industry totals — and why 2026 could be a major year for M&A activity.
Read more: ow.ly/iiAj50Z4o9l
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Honoring and remembering all who have served.
Our offices will be closed on Monday, May 25th, in observance of Memorial Day.
#MemorialDay
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The biggest mistake advisors make in a deal?
Focusing only on the number.
The real question is:
What are you giving up tomorrow?
Control. Growth. Alignment.
Some firms are built to acquire.
Others are built to partner.
That difference changes everything.
ow.ly/nZKf50Z3nXh
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We've been committed to the growth of our partners and our firm, and we look forward to continuing our pursuit of excellence and best-in-class service for years to come.
The future of #wealthmanagement continues to evolve, and we’re excited for what’s ahead.
#IndependentAdvisors
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Great insights from Jason Bottenfield on the @SchwabNetwork discussing today’s market environment, investment opportunities, and where he sees momentum moving next.
Watch here: ow.ly/hcja50Z2uxK
Disclosures click here: ow.ly/s0U650Z2uxH
#MarketInsights
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Congrats to Coyle Financial Group of #StewardPartners for being named an @InvestmentNews 2026 5-Star Wealth Management Team. Proud to support advisors with a culture built on growth and partnership.
List: ow.ly/v4q550Z1iGI
Disclosures: ow.ly/YzSK50Z1iGJ
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The energy we choose to give — and receive — shapes the mindset, culture, and growth we create around us.
#MondayMotivation
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