Steward Partners Adds Advisors, Forms $377M G2G Wealth Mgt in GA, South FL

Steward Partners announced the establishment of G2G Wealth Management, formed through the combination of two newly recruited advisors with its established Miller Family Wealth practice and managing a combined $377M in client assets.

Steward said Florida-based former JPMorgan advisors Zach and Barry Berg bring $175M in AUM to the new venture and will work out of Palm Beach Gardens, FL. The father-son duo is joined by Georgia-based Chuck Miller and Simone Jones of Miller Family Wealth, who manage a combined $202M in client assets.

The group said it named the new practice G2G, meaning “Generation 2 Generation,” based on both the team's experience and its management of client wealth across generations. G2G is Steward’s newest hybrid branch, with offices spanning two states.

Source: https://www.prnewswire.com/news-releases/steward-partners-continues-florida-expansion-with-palm-beach-gardens-office-formation-of-g2g-wealth-management-302303918.html