"I like the fact that Steward has gathered some $25 billion in client assets but is still small enough to be nimble in terms of making decisions.
"Before making the decision to leave Wells Fargo, I looked at and spoke with at least a dozen firms with varying structures and found that Steward Partners was by far the best choice for me and more importantly, my clients," explained Thomas Barr, Partner, Managing Director and Wealth Manager at Steward Partners. We have a strong pipeline and expect to continue our current growth trajectory." "That has really been a key part of our success in recruiting accomplished, highly experienced advisors like Tom who has maintained some client relationships for more than 25 years. "Steward Partners has a unique business model where all our advisors are truly partners who not only have an ownership stake in the company, but also own their own practice," said Doug Kentfield, President and Head of Wealth Management at Steward Partners. Barr Wealth Management will be in the Steward Partners' New York City office. Most recently, Barr spent 14 years with Wells Fargo where he managed around $220 million for 35 client households.
24, 2022 /PRNewswire/ - Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership, welcomes Barr Wealth Management, led by veteran advisor Thomas Barr, as the latest wealth management team to choose Steward's independent partnership.
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