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Southeast Division
Independence
with Infrastructure
Jason Bourgo
Divisional President, Southeast
3801 PGA Blvd., Suite 600
Palm Beach Gardens, FL 33410
Telephone: (561) 570-5615
Email: jason.bourgo@stewardpartners.com
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A Leading Independent
Private Financial Services Firm
Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our partners specialize in comprehensive wealth planning, investment strategy implementation, professional asset management, institutional consulting, and business solutions. We serve a select number of clients and pride ourselves on delivering personalized service with an unwavering commitment to excellence.
Unique Offerings and Partnership
Opportunities at Steward Partners
. Partnership
Culture. Compensation and
Profit Sharing. Growth
Opportunities. Selective
Recruiting Process. Full Suite of
Products & Services. Multi-Custodial
Offering. Employee-Owned
Independent Model
Key Contacts
Jason Bourgo
Divisional President, Southeast
Call: 561-570-5615
Vanessa Alonzo
Divisional Vice President
Call: 571-634-8509
Kelly Jones
Divisional Administrator
Call: 727-351-5354
Nooshin McKinney
Divisional Business Director
Call: 678-434-0671
Rhett Schmedemann
Divisional Business Director
Call: 727-351-5333
William Chao
Divisional Business Director
Call: 240-800-3490
About Our Firm
“At Steward Partners, we are not just partners, we're family!”