Wedbush announced that veteran financial advisor and portfolio manager Steve Schwary has joined the firm’s Wealth Management division as a financial advisor.
Schwary will be based in Newport Beach, California. He brings more than 30 years of industry experience serving individuals, families, and multi-generational clients through personalized portfolio management and comprehensive wealth planning.
Before joining Wedbush, Schwary served as First Vice President, Investments at Stifel Financial. He previously spent more than 15 years at Wells Fargo Advisors, where he was First Vice President, Investments and Senior PIM Portfolio Manager.
Earlier in his career, Schwary worked at Smith Barney as First Vice President and Senior Portfolio Manager.
Wedbush said the addition of Schwary reflects the continued growth of its Wealth Management group and its focus on supporting advisors who value independence, innovation, and customized client guidance.
Schwary earned a Bachelor of Science in Business Administration from the University of Southern California Marshall School of Business.
Wedbush Securities is the largest subsidiary of Wedbush Financial Services. Founded in 1955 and headquartered in Pasadena, California, the firm provides securities brokerage, clearing, wealth management, and investment banking services.
Wedbush has 100 registered offices and nearly 900 colleagues.
KEY QUOTES:
“Wedbush’s entrepreneurial culture and commitment to advisor independence create an environment where I can continue delivering personalized management while deepening the relationships that have been the foundation of my business for the past three decades. Making the move was about finding a platform that aligns with how I’ve always wanted to serve clients.”
Steve Schwary, Financial Advisor at Wedbush
“Steve exemplifies the type of advisor who thrives at Wedbush: independent, innovative, and deeply committed to delivering customized guidance for every client. As we continued to expand our Wealth Management group, we’re excited to support Steve’s vision for the future and build upon the strong practice he has developed during his career.”
Chris Mone, EVP and Head of Wealth Management at Wedbush
