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Andrew Gregory

Andrew Gregory

Partner at Steward Partners Investment Advisory, LLC

Suffolk, VA , United States

About

Andrew Gregory is a Partner at Steward Partners in Suffolk, VA, where he provides comprehensive financial planning and wealth management services to individuals and families. He works directly with clients to design investment strategies tailored to their goals, focusing on asset allocation, retirement planning, and multigenerational wealth transfer. His role also emphasizes delivering a high standard of client service and supporting the firm's growth initiatives.

Prior to joining Steward Partners in 2024, Andrew spent over seven years as an independent financial advisor with Freedom Street Partners at Raymond James, and a decade before that at Edward Jones. Throughout his career, he has developed a reputation for client-centric advisory, with experience spanning the management of public and private securities portfolios, retirement accounts, and complex financial planning cases.

Andrew holds a B.S. in Recreation, Sport, & Wellness Management from Christopher Newport University. He has been recognized for his leadership in advisor recruitment and practice management, and he maintains a particular focus on high-net-worth families and professionals, advising them across a broad spectrum of equity, fixed income, and alternative investment solutions.

Career History

OrganizationRoleDate RangeDetails
Steward PartnersPartnerMar 2024 to Present
Steward Partners Global Advisory is an employee-owned, full-service partnership, catering to family, institutional and multigenerational investors. Our financial advisors deliver comprehensive wealth ...
Raymond JamesIndependent Financial Advisor- Freedom Street PartnersNov 2016 to Mar 2024
Help clients achieve their financial goals through goal planning, scenario management, income strategies, and portfolio optimization. Securities offered through Raymond James Financial Services, Inc. ...
Edward JonesFinancial AdvisorNov 2006 to Nov 2016

Education

Christopher Newport University

B.S., Recreation, Sport, & Wellness Management

1995 2000

Others at Steward Partners Investment Advisory, LLC (13)

NameRoleLocation
Jodie Mrotek
Jodie Mrotek
AssociateMilwaukee, WI , United States
Joseph Fell
Joseph Fell
Vice President, Wealth and Portfolio SpecialistBossier City, LA , United States
Katie Ramsay
Katie Ramsay
Partner, Vice President, and Wealth and Portfolio SpecialistManchester, NH , United States
M
Michael Carilli
Vice President - Wealth and Portfolio SpecialistBoston, MA , United States
Michael Kutsaya
Michael Kutsaya
Head of TradingWarminster, PA , United States
Scott Salvail
Scott Salvail
Vice President, Wealth and Portfolio SpecialistBossier City, LA , United States
Ali Allen
Ali Allen
Vice President, Partner and Wealth and Portfolio SpecialistWashington, DC , United States
Austin Eppel
Austin Eppel
Senior AssociateMorris Plains, NJ , United States
Crcp Heather Marie Dolce
Crcp Heather Marie Dolce
PartnerPhiladelphia, PA , United States
L
Linda Rozycki
Vice President, Partner and Portfolio Management AnalystFlorham Park, NJ , United States
Showing 1-10 of 13 team members

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