Steward Partners and Raymond James Welcome The Davis Executive Wealth Management Group to Boston Office
Steward Partners Global Advisory, LLC, an employee-owned, full-service independent partnership associated with Raymond James Financial Services, Inc., has announced that Timothy Davis, CFP®, Managing Director and Wealth Manager, Michaelyn Bortolotti, Vice President and Wealth Manager, have joined Steward Partners from Morgan Stanley, where they managed approximately $200 million in client…
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