Steward Partners Announces Rising Stars in Finance for 2025

Steward Partners Celebrates Emerging Financial Talent

Steward Partners, an independent financial services firm, is thrilled to announce that four of its outstanding advisors have been honored in the prestigious InvestmentNews Rising Stars list for 2025. This accolade recognizes the brightest and most promising young professionals in the financial sector, who are making waves in their field and shaping the future of financial advice.

Recognition of Exceptional Advisors

Among the honorees, Taryn Bertetto, CFP®, Kyle Blackwell, CFP®, AAMS®, Zach McCown, CFP®, CRPC®, AAMS®, and Courtney Shrewsberry, ChFC®, stand out for their dedication and commitment to their clients. Jeff Gonyo, Head of Wealth Management at Steward Partners, commended their achievements, emphasizing the hard work and leadership demonstrated by these individuals.

A Commitment to Excellence

The Rising Stars list is a significant recognition as it illuminates the contributions of advisors under 40 who have shown exceptional skill and passion in the finance world. It is a testament to how these advisors exemplify Steward Partners' mission to encourage and develop the next generation of leaders in financial advisory services.

Growth and Acknowledgment in the Industry

Steward Partners has shown robust growth since its inception in 2013, asserting itself as a leading player in the financial services industry. Recent accolades include a #9 ranking on Barron's Top 100 RIA Firms list for 2025, improved from #18 the previous year. This shows the firm's increasing influence and commitment to delivering top-notch financial services.

Importance of Emerging Leaders

The rising leaders in Steward Partners are not just numbers on a list; they represent the firm’s commitment to exceptional service and innovation. Their recognition by InvestmentNews showcases the potential of the firm to provide outstanding wealth management solutions through dedicated teamwork and individualized advisor-client relationships.

Achievements and Awards

In addition to the Rising Stars recognition, the firm has proudly made it to several influential rankings, indicative of its success trajectory and positive workplace culture. Steward Partners was included in the Financial Advisor Magazine’s 2025 Top RIA Rankings and recognized as a company to watch by AdvisorHub. These accolades highlight the firm's dedication to fostering a supportive environment for financial advisors and strive for excellence.

Client-Centric Philosophy

Steward Partners places a significant emphasis on client-centricity, aiming to enhance the overall experience for clients through innovative services including comprehensive wealth planning, institutional consulting, and private banking solutions. As a result, the firm manages nearly $46 billion in client assets, showcasing its substantial influence in the wealth management industry.

Looking Forward

As Steward Partners continues on its upward trajectory and receives accolades from reputable entities, it remains steadfast in its mission to empower its advisors. By fostering a nurturing working environment, the firm is crafting not only its future but the future of financial advisory services as a whole. This commitment ensures that the clients receive the very best in service and expertise moving forward.

Frequently Asked Questions

What is the InvestmentNews Rising Stars list?

The InvestmentNews Rising Stars list recognizes accomplished advisors under 40 who are making a significant impact in the finance industry.

How many advisors from Steward Partners were recognized?

Four advisors from Steward Partners were honored in the 2025 Rising Stars list.

What awards has Steward Partners received recently?

Steward Partners received a #9 ranking on Barron's Top 100 RIA Firms list for 2025 and was recognized in multiple industry rankings.

How does Steward Partners support its advisors?

Steward Partners fosters a positive work environment that encourages growth, collaboration, and innovation among its advisors.

What services does Steward Partners offer?

They offer comprehensive wealth management solutions, including wealth planning, institutional consulting, and private banking services.

About The Author

Greetings, I'm 32-year-old author and financial specialist Evelyn Baker. My introduction into the financial industry started with an economics degree and continued with a wealth of experience in wealth management and financial consulting. My great passion over the years has been assisting people and companies in making wise, well-informed decisions to reach their financial objectives.

My goal with writing is to simplify difficult financial ideas into understandable, doable guidance. My goal in writing many books and articles is to make personal finance understandable to everyone, irrespective of their experience or background. I want to give readers the information they need to take charge of their financial futures, from investing and retirement planning to budgeting and saving.

Along with my writing, I lead webinars and workshops where I provide doable advice and methods for achieving financial success. To reach a larger audience, I also frequently contribute to financial blogs and publications. My method is always to offer doable, real-world guidance that can actually improve people's lives.

Aside from my job, I like to cook, travel, and experience other cultures. I work hard to apply my belief in the value of a balanced life to my financial counsel. My goal in working is to encourage and enable people to succeed financially so they may lead the best lives possible.

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