Steward Partners
Steward Partners is an employee-owned, full-service partnership catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, international advisory, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence. Securities and investment advisory services are offered through Steward Partners Investment Solutions, LLC, registered broker/dealer, registered investment adviser, Member FINRA/SIPC. Steward Partners Investment Solutions, LLC is an affiliate of Steward Partners Global Advisory, LLC. For important disclosure information, please see "Disclosures" page on our website
7-day free trial · no credit card
Verified contacts
200
available on Kipplo
LinkedIn employees
470
501 to 1000 range
Open roles
—
no listings
Distinct roles
254
indexed titles
Tech stack
3
tools in use
Monthly traffic
1.9K
organic / mo
Sign up free to see all 200 verified contacts at Steward Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Decision-makers and verified team members
200 contacts with verified email or phone · masked until revealed.
- AD
Adam Dunbar
Director · General Business & Management
EmailPhone - BM
Bill McShane
Partner, Senior Vice President, Wealth Manager · Finance & Accounting
EmailPhone - BH
Brandon Haase
Director - Wealth Manager · Finance & Accounting
EmailPhone - BJ
Brian Joelson
Partner Director Wealth Manager · Other
EmailPhone - CG
Carl Gravina
Managing Director - Wealth Manager Certified Financial Planner Tm · Finance & Accounting
EmailPhone - CH
Constantine Harris
Partner, Director & Wealth Manager · Finance & Accounting
EmailPhone - DR
Duane Rodewald
Partner, Managing Director, Wealth Manager · Finance & Accounting
EmailPhone - FH
Frank Hibbard
Managing Director · General Business & Management
EmailPhone - JK
Jeff Kantor
Partner, Managing Director, Wealth Manager · Finance & Accounting
EmailPhone
Showing 9 of 200 verified contacts
Top roles at Steward Partners
254 distinct titles indexed · top 10 shown.
- 17client administrative manager
- 7managing director, wealth manager
- 7wealth manager
- 6director, wealth manager
- 5financial advisor mainstay wealth management
- 5managing director
- 5senior vice president
- 4financial advisor
- 4partner, managing director, wealth manager
- 4partner, senior vice president, wealth manager
- +244more titles
Sign up to unlock all 200 contacts at Steward Partners
Free for 7 days · 50 credits · no card · only pay for verified records.
Sign up to reveal 200 verified contacts at Steward Partners
7-day trial · no credit card · cancel anytime · only pay for verified records.
Trusted by sales, marketing, and GTM engineering teams.