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Steward Partners and Raymond James Attract $350 Million RBC Team in Washington, DC

Steward Partners and Raymond James Attract $350 Million RBC Team in Washington, DC

  • International
  • Raymond James Independent Partner Firm Welcomes The Washington Wealth Group, a Top Washington, DC Team, with $2.3 Million in Annual Revenue.
  • http://www.prnewswire.com/
  • Greg.banasz@stewardpartners.com

Steward Partners Global Advisory LLC (Steward), an employee-owned, full service independent partnership, associated with Raymond James Financial Services, Inc. (member FINRA/SIPC) announced today that Chris Detmer and Aaron Brachman along with their associate, Vaclav “Vas” Vlcek, have joined Steward Partners as founding partners. Detmer and Brachman, formerly of RBC Wealth Management, join Steward’s home in Washington, DC, expanding the firm’s presence in the District of Columbia and Maryland market. At RBC Wealth Management they managed over $350 million in client assets, and produced $2.3 million in annual revenue.

“We are thrilled to welcome Chris, Aaron and Vas into our DC office.” says Steward’s Divisional President, Jeff Gonyo, “They are quality advisors and respectable people. They have built a very impressive business model and take great pride in delivering an exceptional client experience. Early on in the process of getting to know each other, it was obvious that this was a good fit”

Headquartered in Washington, DC and Growing Rapidly

Since it launched its first office in October, 2013 with the Schwab Group in Washington, DC, Steward Partners has grown to comprise 20 advisory teams in 5 offices located in DC, Maryland, New York, New Hampshire and Massachusetts. The Washington Wealth Group joins three other teams in the DC office with more teams of advisors expected to join before year-end.

Chris Detmer commented, “We believe that the nimble and entrepreneurial culture of Steward Partners combined with the highest quality service, industry-leading technology and robust platform of Raymond James Financial Services, will deliver to our clients an unparalleled investment and wealth management experience.”

“Our client’s interests were at the focal point of our decision to become more independent in our team’s development and expansion, without being overwhelmed with the day to day activities of running a company,” adds Aaron Brachman.

“I was impressed with the transition strategy Steward Partners developed for us,” adds Vas Vleck. “We are very process oriented with a “high attention to detail” mentality and the team at Steward delivered on all of our expectations.”

Mike Maurer, CEO of parent company, Steward Partners Holdings said, “Chris, Aaron, and “Vas” are among the most respected teams in the DC area. I was confident after my first meeting with them that they were going to join us at Steward Partners and we would be celebrating this moment. This is another great day for Steward and all of our partners.”

“We’re delighted to welcome Chris Detmer and Aaron Brachman to Raymond James and the Steward Partners’ Washington, DC office.” said Scott Curtis, president of Raymond James Financial Services. “They represent another team of high quality, client first focused advisors who elected to affiliate under Steward Partners’ unique business model. We’re proud of our relationship.”

About Steward Partners Global Advisory

Headquartered in Washington, DC, with additional offices in Andover, MA, Portsmouth, NH, Bethesda, MD and New York City, Steward Partners Global Advisory, LLC is an employee-owned, full service independent partnership catering to family, institutional and multi-generational wealth.

About Raymond James Financial Services

Raymond James Financial Services, Inc. is a financial services firm supporting more than 3,600 independent financial advisors nationwide. Since 1974, Raymond James Financial Services Inc., member FINRA/SIPC, has provided a wide range of investment and wealth planning related services through its affiliate, Raymond James & Associates, Inc., member New York Stock Exchange/SIPC. Both broker/ dealers are wholly owned subsidiaries of Raymond James Financial, Inc. (NYSE: RJF) a leading diversified financial services company with approximately 6,700 financial advisors serving in excess of 2.8 million client accounts in more than 2,700 locations throughout the United States, Canada and overseas. Total client assets are approximately $522 billion.

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