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
| Organization | Role | Date Range | Details |
|---|---|---|---|
| Steward Partners | Partner | Mar 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 James | Independent Financial Advisor- Freedom Street Partners | Nov 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 Jones | Financial Advisor | Nov 2006 to Nov 2016 | — |
Education
Christopher Newport University
B.S., Recreation, Sport, & Wellness Management
1995 — 2000
Others at Steward Partners Investment Advisory, LLC (13)
| Name | Role | Location |
|---|---|---|
| Associate | Milwaukee, WI , United States | |
| Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
| Partner, Vice President, and Wealth and Portfolio Specialist | Manchester, NH , United States | |
M Michael Carilli | Vice President - Wealth and Portfolio Specialist | Boston, MA , United States |
| Head of Trading | Warminster, PA , United States | |
| Vice President, Wealth and Portfolio Specialist | Bossier City, LA , United States | |
| Vice President, Partner and Wealth and Portfolio Specialist | Washington, DC , United States | |
| Senior Associate | Morris Plains, NJ , United States | |
| Partner | Philadelphia, PA , United States | |
L Linda Rozycki | Vice President, Partner and Portfolio Management Analyst | Florham Park, NJ , United States |
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| Partner, Portfolio Manager | First Manhattan Co. LLC. | New York, NY , United States | |
A Adam Wolf | Analyst | First Manhattan Co. LLC. | New York, NY , United States |
| Partner | Summit Trail Advisors, LLC | New York, NY , United States | |
B Brandon Woods | Principal | Summit Trail Advisors, LLC | New York, NY , United States |
| Portfolio Manager | Select Equity Group, L.P. | New York, NY , United States | |
A Aldo Eysaman | Associate Analyst | Select Equity Group, L.P. | Seattle, WA , United States |