Steward Partners attracts ‘peachy’ $275M partner for its first Georgia offices

Expansion comes via two advisors who join from Wells Fargo.

Steward Partners has expanded into the Peach State with a two-person advisor team managing approximately $275 million in client assets.

Miller Family Wealth Management comprises partner, managing director and wealth manager Charles (Chuck) Miller and partner, vice president and wealth manager Simone Jones, who were formerly with Wells Fargo.

With offices in Dalton and Kennesaw, the firm is Steward’s first partner in the state of Georgia.

“We are always excited to expand the Steward Partners footprint into a new state, but we are even more so to have Chuck as our first partner in the state of Georgia,” said Jeffrey Gonyo, managing director and senior divisional president for the Southeast at Steward Partners. “He has built a strong advisory-based, relationship-driven practice due to his enthusiastic devotion to his clients. By joining Steward Partners, Chuck owns his business and can run it in the way that is best for his clients knowing that he is backed up by the resources of our entire network.”

INDUSTRY VETERAN

Miller has a quarter of a century of industry experience with firms, including Smith Barney and Morgan Stanley, and joined Wells Fargo in 2017. His high-net-worth focused practice includes some clients living in Europe and South Africa.

“When I decided to pursue my dream of managing my own independent business, I wanted a partner who could supply the infrastructure, technology, and logistical support needed to best serve my clients. Steward Partners was the only firm that had everything I wanted, and more,” Miller explained. “I love that with Steward Partners the other advisors are peers and partners, not my competition. This move gives me the opportunity to build a lasting business which my young son will eventually be able to join with me.”