Steward Partners Welcomes Jason Bourgo to Spearhead Growth in Southeast Region

Stewart Partners Welcomes Jason Bourgo to Spearhead Growth in Southeast Region

In a strategic move aimed at expanding its foothold in the Southeast, Steward Partners has announced the appointment of Jason Bourgo as the Divisional President of the Southeast Division. This decision comes as part of the firm's ongoing commitment to drive regional growth and enhance its market presence amid the evolving landscape of financial services.

A Critical Role in Growth

With the Southeast Division transitioning from one of Steward Partners' smaller divisions to its largest, Bourgo's expertise will undoubtedly play a pivotal role in leveraging the enormous potential within this region. Reporting directly to Jeff Gonyo, the head of wealth management, Bourgo is expected to maintain and accelerate this growth trajectory. Gonyo praised Bourgo for his deep recruiting experience and alignment with the firm's culture, reinforcing the firm's dedication to assembling a team that not only performs but also meshes well with its values and vision.

Jason Bourgo's Professional Journey

Bourgo's extensive background, notably his recent tenure as the Regional Vice President at Lincoln Investment, where he managed over 150 financial advisors in the southern region, positions him well for the new challenges he will face at Steward. His prior experience spans nearly two decades at Ameriprise Financial Services, culminating in roles that included complex director and brand manager. This blend of experience in both the recruitment sector and financial advisory services enables Bourgo to bring a wealth of knowledge that is essential for fostering growth and innovation at Steward Partners.

Driving Revenue and Enhancing Operations

In his new role, Bourgo will be responsible for steering the expansion into key markets throughout the Southeast. This involves not just driving revenue growth but also ensuring the integrity of branch operations through effective risk management and compliance with industry regulations. His initiatives will focus substantially on advisor recruitment and onboarding, essential for nurturing a collaborative culture within Steward Partners.

Bourgo is proactively poised to foster business development through strategic partnerships and marketing initiatives. His vision aligns with the company’s commitment to help advisors cultivate their own businesses while simultaneously attracting new talent.

A Firm Like No Other

The excitement of joining Steward Partners resonates with Bourgo, who remarked on the firm’s reputation and its unique equity model designed to promote collaboration. In an industry marked by consolidation, he highlights the opportunity for advisors to enjoy the benefits of large-firm resources while maintaining the freedoms associated with ownership. This balance is particularly appealing to advisors who are navigating the complexities of an increasingly competitive market.

Steward Partners stands out for its transparency and dedication to client service, maintaining a culture of excellence that has fueled its growth. As of December 2024, the firm has successfully managed over $39 billion in client assets, a testament to its robust operational capabilities and client-first philosophy.

Looking Ahead

With Bourgo at the helm of the Southeast Division, Steward Partners is well-positioned to continue its ascent within the financial services landscape. His emphasis on developing a supportive environment for both advisors and clients alike underscores a future that is not only about growth but also about shared success. As the firm prepares to embark on this exciting new chapter, all eyes will be on how Bourgo’s leadership will shape the future of Steward Partners in the Southeast.

For more insights into Steward Partners and its innovative approach to wealth management, visit www.stewardpartners.com.