Steward Partners is expanding its presence in Georgia with the addition of a three-partner advisory team in Macon that oversees approximately $630 million in client assets. The move strengthens the firm’s footprint in Central Georgia and continues its strategy of recruiting established wealth management teams seeking independence, equity ownership, and a client-first operating model supported by a national platform.
The incoming group is led by Partners David Lucas (Senior Vice President, Wealth Manager), Kevin Watson (Managing Director, Wealth Manager), and Chris Durham (Managing Director, Wealth Manager). They will be joined by three Client Associate Managers, adding operational capacity to support personalized financial planning and investment management for clients in the region. The team officially joined Steward Partners on Wednesday, February 4, 2026, and will continue serving clients from its Macon office.
Steward Partners President of Strategic Growth for the East Region Jason Bourgo said the team brings a long-standing practice built on trust and relationships, and described their entrepreneurial approach as aligned with the firm’s culture. Kevin Watson said the transition provides the team with greater flexibility and resources, citing Steward’s independence, collaborative environment, and broader platform as key benefits for enhancing client service.
Founded in 2013, Steward Partners is an employee-owned, independent financial services firm offering wealth planning, private banking, institutional consulting, and business solutions. The company reported it managed nearly $50 billion in client assets as of December 2025 and highlighted recent industry recognition, including a top-10 placement on Barron’s 2025 Top 100 RIA Firms list and other workplace and advisor awards. The Macon addition underscores a broader push to scale through experienced teams while maintaining an ownership-centric partnership structure.
KEY QUOTES
“We’re excited to welcome this outstanding team to Steward Partners. Kevin, Chris, David, and their colleagues have built an exceptional practice rooted in trust, experience, and long-term relationships. Their entrepreneurial mindset and dedication to doing what’s right for clients make them a natural fit for our firm, and we’re thrilled to support their next chapter of growth.”
Jason Bourgo, President of Strategic Growth – East Region, Steward Partners
“Joining Steward Partners represents an exciting milestone for our team and, more importantly, for our clients. The firm’s independence, collaborative culture, and robust platform give us greater flexibility and resources to enhance the level of advice and service we provide. We’re energized by the partnership and confident it positions us to better support our clients for years to come.”
Kevin Watson, Partner, Managing Director, Wealth Manager, Steward Partners
