Wealth Manager Advisors Amy Sabin and Adam Gelmon have joined Steward Partners Global Advisory.

Amy and Adam have worked together for the past 7 years in a very client-centered approach to focusing on their clients' investment needs and helping them to meet their independent financial goals.  They handle each client as an individual and provide a bespoke portfolio to best meet each client's needs in light of their personal risk tolerance.

Amy has spent over 25 years in the financial services industry and has built a practice which focuses on the client.  In doing so, she likes to educate her clients about various investment strategies so they can be treated as partners in the preservation and growth of their respective portfolios.   Her experience has equipped her with knowledge of how to best balance market risk and communicate clearly with clients.  She has solid experience in helping highly concentrated persons to diversify and monetize their positions. 

Adam Gelmon joined Amy's team 7years ago and has been working with clients ever since.  He spends most of his time in a very “hand's on” approach with each client, to service their administrative needs.  His role has greatly expanded as his experience has grown and he now helps clients trade, research and strategize in today's challenging markets.  He is honored with the great achievement of obtaining his Certified Financial Planning™ certificate which has enabled him to consult on various estate planning issues that can benefit all of our clients.

Together, they make a great team to service your investment needs and help you achieve your financial goals.