Steward Partners Welcomes New Advisors, Opens New Office in Pennsylvania

ALBANY, N.Y. and BOSTON and CONSHOHOCKEN, Pa. and KEENE, N.H., Aug. 19, 2020 /PRNewswire/ -- Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc. (member FINRA/SIPC), today announced the addition of Jason Hevey in Boston, Ed Morenz in Keene, NH, and Kevin Dubner, CLTC®, in Albany, NY. The firm also announced the opening of its newest office in Conshohocken, PA, expanding the firm's Philadelphia presence from its recent temporary location in nearby Plymouth Meeting. Also, joining the new office in Pennsylvania today is Dean Rosini and Jeffrey Lazarus. Collectively, the new advisors bring $491 million in assets under management. Jason Hevey has joined as a Director from Morgan Stanley Smith Barney, where he specialized in high net worth financial planning and oversaw more than $123 million in client assets. Within his practice, Jason helps clients reach lifestyle and legacy goals through strategic retirement and financial planning. With over 15 years of experience, his practice also focuses on asset management, alternative investments, and estate planning for clients. Ed Morenz joins Steward Partners in Keene, New Hampshire as a Vice President from Edward Jones, where he previously oversaw $150 million in client assets. Ed will To keep reading about Steward Partners Welcomes New Advisors, Opens New Office in Pennsylvania, Click on the link. Seoul, Korea
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