Today we catch up with Jeff Gonyo, Head of Wealth Management at Steward Partners, during the firm’s annual symposium. Jeff explains how Steward’s culture of ownership, advisor autonomy, and bottom-up support model attracts top advisors leaving traditional wirehouses. With a ten-person transition team and full-service infrastructure, Steward provides a smooth path to independence—empowering advisors to reclaim their entrepreneurial spirit while offering equity ownership to every full-time employee.
Jeff also outlines Steward’s long-term strategy, including next-gen advisor development, internal mobility, and a growing M&A division that preserves advisor identity. He emphasizes the firm’s investment in AI and multi-custodial technology to meet evolving client expectations and support advisors through the coming generational wealth transfer. His advice to advisors: look for a partner that values your brand, supports your growth, and gives you a real stake in the future.
Resources: Steward Partners
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