May 24, 2024
by Diana Britton
After nearly 40 years with Merrill, advisor Alicia Fuller and her team join under Steward’s W2 employee model and will use Raymond James for custody.
A Naples, Fla.-based team led by advisor Alicia Fuller has left Merrill Lynch after nearly 40 years with the wirehouse to join Steward Partners’ W2 model. Steward, an employee-owned, hybrid partnership of independent advisory firms, added Coastal 360 Capital Advisors, with over $320 million in AUM.
This represents Steward’s fourth office in Florida; it also has locations in Clearwater, Sarasota and Winter Park.
Fuller is joined by Courtney Shrewsberry, vice president and wealth manager, and Christina Sanchez, vice president and client administrative manager.
Launched in 2013 with one advisor and around $100 million in assets under management, Steward has since grown to more than $35 billion in client assets across 500 partners, primarily through the recruitment of breakaway wirehouse advisors.
