We pride ourselves on delivering quality level client service with an unwavering commitment to excellence. We believe that clients, employees and partners deserve to be treated with the highest level of service. Steward Partners provides boutique-style, concierge-level service, customized wealth strategies and an exceptional client experience, delivered by our carefully selected advisors to a limited number of clients.
Our Team
Eric began his financial services career with Morgan Stanley in 1995 after graduating from Colgate University. Today, he specializes in helping executives and successful professionals navigate investment management, stock plans, tax-efficient strategies, and international wealth planning through a transparent, high-touch advisory approach. Eric has been featured in CNBC, Bloomberg, The Wall Street Journal, and The New York Times.
Will is a CFP® professional dedicated to helping clients make confident financial decisions through personalized, relationship-driven planning. A graduate of Colgate University with a degree in economics, he joined The Beiley Group in 2022. Will specializes in guiding professionals through comprehensive financial planning with a highly accessible, client-first approach.
Izzy brings decades of operational and client service experience to The Beiley Group, where he helps oversee client accounts, customer experience, and strategic initiatives. Since beginning his financial services career in 1998 and later joining what is now Morgan Stanley, he has built a reputation for collaborative leadership, strong client relationships, and delivering a seamless planning experience to the Beiley Group.
Originally from Germany, Theresia brings decades of international investment and financial planning experience to The Beiley Group. After building her career with firms including Morgan Stanley, Prudential, and Raymond James, she moved to the U.S. in 2015 and now specializes in supporting the team's European and German-speaking clients with a highly personal, globally informed approach to wealth management.
2016
Yes
Steward Partners Investment Solutions
Raymond James
Servicing clients both domestic, coast to coast, as well as internationally as well.
10
Investment Clubs, Individual Investors, Non-Profit Organizations, Businesses
Financial Advice & Consulting, Investment Advice & Management, Insurance Products & Annuities, Financial Planning, Portfolio Management, Retirement Planning, 401K Rollovers, Wealth Management, Risk Management, Education Funding and Planning, Financial Planning for Individuals, Financial Planning for Businesses, Money Management
Variable Life, Life, Variable Annuity
Bonds, Options & Futures, FOREX & Currency, Mutual Funds, Stocks, Annuities, Insurance, Commodities, Mortgages & Real Estate, Exchange Traded Funds (ETFs), Alternative Investments, Socially Responsible Investments (SRI)
Yes
Email, Video Conference, Our Office, Phone
Fee-Only
Based on Assets, Commissions
Variable
Managed accounts will be charged by a percentage of assets within the acount, based upon size as well as complexity of the situation, and needs.
N/A
400
300
$2,000,000,000
400
300
$2,000,000,000
Additional Detailed Disclosures
