A $170 million advisor team has joined Steward Partners Global Advisory to open an office in Sarasota, Florida.
Sunshine Private Wealth is led by Faiza Kedir, CFP, and was previously with Hightower where Kedir was director, business development, and financial advisor, having started her FA career at the firm having previously spent 22 years at Bank of America as a branch manager.
"I had been looking around the industry and conducting due diligence for the last few years before deciding to join Steward Partners, and no one else had an offering that was even close. I was looking for the opportunity to partner with a firm that is focused on the future," explained Kedir. “With Steward, I will have the opportunity to offer fiduciary advice to my clients, while also allowing me to maximize the growth potential of my business and build a larger team.”
Steward Partners was founded ten years ago and has seen fast growth of its full-service, employee-owned, independent financial services business offering wealth management solutions for families, businesses, and multigenerational investors.
The new office is the firm’s third in Florida.
“We are very excited to have Faiza as our newest partner and the first to choose our RIA-only, IAR offering, which we think is the gateway to the next chapter of Steward's growth story," explained Jeffrey Gonyo, managing director, senior divisional president, Southeast at Steward Partners. "We believe adding the investment advisory representative or "RIA-only" option to our total offering will make Steward even more attractive to independent advisors like Faiza because it offers regulatory, compliance, and operational support. With Steward, advisors not only continue to own their book of business but also are equity partners in the overall enterprise."
Canadian stocks are on a roll in 2025 as the country prepares to name a new Prime Minister.
Two C-level leaders reveal the new time-saving tools they've implemented and what advisors are doing with their newly freed-up hours.
The RIA led by Merrill Lynch veteran John Thiel is helping its advisors take part in the growing trend toward fee-based annuities.
Driven by robust transaction activity amid market turbulence and increased focus on billion-dollar plus targets, Echelon Partners expects another all-time high in 2025.
The looming threat of federal funding cuts to state and local governments has lawmakers weighing a levy that was phased out in 1981.
RIAs face rising regulatory pressure in 2025. Forward-looking firms are responding with embedded technology, not more paperwork.
As inheritances are set to reshape client portfolios and next-gen heirs demand digital-first experiences, firms are retooling their wealth tech stacks and succession models in real time.
