Steward Partners, an employee-owned independent financial services firm, has welcomed financial advisor Mike Wood, who joins with $502 million in client assets at the Norfolk, VA, branch.
Wood specializes in serving high-net-worth individuals, multi-generational families, and business owners, with a focus on succession planning and complex credit needs. And he offers comprehensive, planning-first advice and CFO-style services.
At Steward Partners, Wood will collaborate with a dedicated team to deliver fiduciary-driven wealth management in the region.
KEY QUOTES:
“After more than two decades in wealth management, I was deliberate in seeking a long-term home that aligned with my values, elevated my capabilities, and delivered an exceptional experience for clients. Steward Partners rose to the top, not just for its technology and multi-custodial platform, but for its culture of true partnership and advocacy. The team embodies the same thoughtful stewardship I’ve always prioritized with my clients, and I’m excited to deliver deeper, more personalized planning across generations, while expanding my reach to serve retail investors. I’m thrilled to join a collaborative environment where everyone is rowing in the same direction. It’s exactly the kind of firm with whom I envisioned finishing my career.”
Mike Wood, Wealth Manager at Steward Partners
“At Steward Partners, we look for great people with great businesses, and Mike is exactly that. Mike shares our values, our vision, and our commitment to putting clients first. He’s built an impressive, planning-led practice rooted in advocacy and long-term relationships, and he brings a growth-oriented mindset that aligns perfectly with Steward Partners’ mission. His collaborative approach and deep experience will not only enhance our presence in the Hampton Roads market, but also add tremendous value across the entire firm. We believe great culture happens when there’s true alignment—and Mike’s addition reinforces the kind of high-impact, high-integrity environment we’re committed to building for both advisors and clients.”
Jeff Gonyo, Head of Wealth Management at Steward Partners
