Steward Partners, a full-service, employee-owned, independent financial services firm, announced a new partnership with Coastal 360 Capital Advisors. This partnership adds two advisors and over $320 million in assets under management to Steward Partners’ roster.
Through this partnership, Steward Partners expands its footprint in Florida, opening its first office in the Naples market and adding to the Clearwater, Sarasota, and Winter Park locations. Headed by Alicia Fuller, the team of three has formed Coastal 360 Capital Advisors at Steward Partners.
Fuller brings 40+ years of wealth management industry experience through her extensive tenure at Merrill Lynch, where she was recognized on the Forbes ‘Best-in-State Wealth Advisors’ list from 2022-2024, and the Forbes ‘Top Women Advisors’ list from 2020-2021. Starting her career in 1984 as a chartered accountant, Fuller quickly rose through the ranks and in 1990, she became a financial advisor specializing in generational planning, estate planning and retirement.
Along with Fuller, Courtney Shrewsberry joins Steward Partners as Vice President and Wealth Manager, and Christina Sanchez as Vice President and Client Administrative Manager.
KEY QUOTES:
“I am beyond thrilled by the opportunity to begin this new chapter of my career with the incredible team at Steward Partners. From the moment I first spoke with Steward Partners it was clear that they share the same dedication to client service as me and my team; to above all else do what’s right for the client. As holistic planners this is critical, and I’m excited by the endless possibilities afforded to us as we embark upon this journey together.”
– Alicia Fuller, Managing Director and Wealth Manager at Coastal 360 Capital Advisors at Steward Partners
“The depth of knowledge that Alicia has gained through over 40 years in the industry is incredibly noteworthy, and we are excited to welcome the Coastal 360 Capital Advisors team to Steward Partners. We are honored to bring Alicia and her team to the partnership, and to have her lead our expansion into Naples, Florida.”
– Jeff Gonyo, Senior Divisional President, Southern Division and Head of Recruiting of Steward Partners
