NEW YORK, January 30, 2023 /PRNewswire/ — Steward Partners Global Advisory, LLC, an employee-owned, full-service, independent partnership, is proud to welcome HL Wiginton Capital Management, an independent investment and financial planning firm based in New York Jasper, Alabama. The team of four led by Mike WigintonCFA, has about $220 million in AUM and is the first Steward Partners team to join Pershing as Trustee.
“We are delighted to welcome a high caliber, consultancy-based, independent team like HL Wiginton as our first partner Alabama and more importantly, we will be the first of many teams to join Steward through the Pershing platform over the next few months,” he said Jeffrey Gonyo, Head of Recruiting, Senior Divisional President, Southeast, Steward Partners. “We are proud to offer our partners a choice of custodians and look forward to helping HL Wiginton Capital Management continue to grow and thrive.”
“I started HL Wiginton 13 years ago because I wanted to offer my clients more than was available to me in a wirehouse environment and that is the same driver for my decision to join Steward Partners,” he explained Mike WigintonPresident, HL Wiginton Capital Management. “Steward Partners not only has access to more effective technology and partners who can help us streamline and grow our practice, but also has a culture that aligns with ours by putting our clients’ interests first in everything we do to be brought to the fore.”
Mike Wiginton, who founded HL Wiginton Capital Management in 2010, has over 30 years of experience as a financial advisor. He is a Chartered Financial Analyst and graduated magna cum laude with a degree in Accounting University of Samford and earned an MBA with a concentration in finance from the University of Georgia. In addition to traditional equity and fixed income markets, he is an experienced investor across multiple asset classes including direct real estate, private equity and private company operations. Mike is a member of the CFA Institute, the CFA Society of Alabamaand previously served as a Director on the Board of Directors of Security Federal Bank for 13 years.
The HL Wiginton team also includes Tom FerrellCFP®Vice President and Financial Advisor, Luke Ferrellfinancial advisor and Kristi AlexanderOffice Manager and Sales Assistant.
Tom Ferrell has over 19 years of investment industry experience and is a Certified Financial Planner™ (CFP®). He is a graduate of University of Alabama, Tuscaloosa with a bachelor’s degree in business administration. Throughout his career, Tom has specialized in wealth management, retirement planning and income distribution strategies.
Steward Partners has been one of the fastest growing RIA companies in the industry since its inception in 2013. In Sep 2022the company was classified under Barrons List of Top RIA Firms for the third consecutive year, an annual ranking of independent consulting firms based on value of assets under management, technology spend, workforce diversity, succession planning and other metrics, named among the top 25 firms for 2020 and ranked 20th in 2021. Steward Partners had also added 15 of its partners to the list forbes List of Best-In-State Wealth Advisors and three advisors forbes America’s Top Women Wealth Advisors Best-In-State List in 2022, both produced by SHOOK Research.
About Steward Partners Global Advisory
Securities and investment advisory services are provided by Steward Partners Investment Solutions, LLC, a registered broker/dealer, member of FINRA/SIPC and an SEC-registered investment adviser. Investment advisory services may also be offered through Steward Partners Investment Advisory, LLC, an SEC-registered investment adviser. Steward Partners Investment Solutions, LLC, Steward Partners Investment Advisory, LLC and Steward Partners Global Advisory, LLC are affiliated companies and operate separately.
Barrons Top 100 RIA companies. Barrons is a registered trademark of Dow Jones & Company, LP. All rights reserved. Participation in this ranking is by invitation only and is limited to companies that meet the minimum eligibility requirements. Expenditures, number of customers, size of staff, diversity among employees and placement of a succession plan. The ranking may not be representative of an individual Client’s experience, does not constitute endorsement, and is not indicative of the Consultant’s future performance.
About SHOOK Research
SHOOK is completely independent and objective and receives no compensation from consultants, companies, media or other sources in return for being placed in a ranking. SHOOK is funded through conferences, publications and research partners. Because each investor has unique needs, investors must carefully select the right advisor for their own situation and conduct their own due diligence. Rankings are based on the opinions of SHOOK Research, LLC and are not indicative of future performance or representative of an individual customer’s experience; The company’s research and rankings provide information on how to choose the right financial advisor. Portfolio performance is not a criterion due to different client goals and lack of verified data. Remember that past performance is not a guide to future results.
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SOURCE Steward Partners Global Advisory Group