Steward Partners (@stewardpartners) Twitter Following • TwiCopy

Lotay

@lotay

#Blessed & Highly #Favored. Grateful for the #Love of Jesus Christ, Lord & Savior. Philippians 4:13, 2 Corinthians 12:10. Jesus Christ is the Prince of #Peace.

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Pasquale J Sacchetta

@pjsacchetta

Wealth Management Advisor, Registered Investment Adviser, CERTIFIED FINANCIAL PLANNER™, Accredited Estate Planner, Chartered Life Underwriter.

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Tyrone V. Ross Jr.

@tr401

CEO and Founder of @TurnqeyLabs • President and Founder @401Financial

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ROBERT SOFIA

@robertsofia

CEO @SnappyKraken | Helping financial companies drive growth with better marketing 🚀 | Some DIY 🛠 gardening 🌱and dad stuff too

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Tina Powell

@tinacpowell

Partner | Marketer | Chief of Community @intention_ly 🎙️ Host of In The Suite | TEDx Speaker 🫁 Living Powerfully + Unapologetically with Stage 4 #LungCancer

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Raymond James

@raymondjames

Raymond James is a financial services firm dedicated to one thing: Life Well Planned. We take pride in pragmatism and in our steadfast commitment to clients.

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Simon Patterson

@wealthadvice

Chartered Wealth Manager, FCSI & Chartered Financial Planner, FPFS. Director at Julius Baer International. All views my own.

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Jude Boudreaux CFP®

@hjudeboudreaux

Partner/Sr. Financial Planner at The Planning Center. @CNBC Advisor Council, @InvestmentNews 40 under 40, Saints, financial topics & penguins

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JConnelly

@jconnellynyc

JConnelly is a leading integrated communications and digital media agency where your brand is understood, enhanced & fiercely protected.

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Richard Johnston

@rich_johnston

Richard Johnston is a father of 3 & husband to Kate. An investment professional & financial planner, listening to clients - always...

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Syed Ali

@syedaali

New Yorker working towards a future in which where one lives does not determine one’s health + wealth. Philanthropy, urban planning, community organizing.

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Nicole Middleton, CFP®

@squadadvisors

Certified Financial Planner (TM) & Owner of Strategy Squad. We help busy families protect & grow their wealth through financial planning & investment management

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Alan Smith

@alanjlsmith

Wealth Management for Entrepreneurs | Founder | Storyteller | Truth Seeker | Podcast 🎧 bulletproofentrepreneur.net 🏴‍☠️

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Andrew C. MacDonald

@andrewcmacd

💰Canadian Mortgage Broker 📈Smith Manoeuvre Certified 🏡Help Canadians cut taxes, reduce interest & grow wealth with strategic financing 🏦Vine Group 13511

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Michael Stokes

@michaelstokesca

Registered Investment Advisor. Financial Planner & Coach. I am President of a Wealth Management & Planning firm.

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Eric J. Bertrand

@ejbertrand

Mod Op - CEO, US Vision - CEO Venture Capital & Private Equity 1994-2005 Entrepreneur Angel Investor 2006-Present Bryant Univ -1994 NYU Stern MBA -2001

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Mark Bugden

@mark_bugden

Hi I am a financial adviser and planner with True Potential Wealth Management working with clients to achieve their goals. 07976 265089

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Chad Clary

@clary007

Dream Big! Husband, Father of Four, Advisor, Momentum Portfolio Manager, Plan for you future and always try to improve.

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Dr. Deepak Jain, CWM® , CTEP®

@deepakaafm

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Jesus E. Solorio, Jr 🇺🇸 ⚓️

@jesussoloriojr

Founders & CEO, @HomanStreet | Political Strategist & Communications Pro | Host of The @solorioshow | I talk about politics, tech, and entrepreneurship

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Richard Jackman CFP®

@rwjackman

Certified Financial Planner, practitioner with comprehensive financial planning, wealth management & asset protection firm.

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WealthManagement.com

@wealth_mgmt

WealthManagement.com is the digital resource of all things wealth management for financial advisors and estate planning professionals.

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Thomas C.

@tomchiang

financial planner with an understanding of holistic wellness of wealth and health!

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Sheryl Hickerson 🙋🏼‍♀️

@bionicsocialite

CEO & Founder of @FemalesNFinance - a 5000+ #FinServ Network | Wife to Darrell | Mom to 5 | Grandma to 14 | I love Miss Mable the Aussiedoodle 💕

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Toma7ito

@toma7ito

Former Private Banker. Current Wealth Planner. Future Surf Teacher in Costa Rica. Disciple patrimonial de l'AUREP. Disciple économique de Daron Acemoglu.

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Dom Spalding

@domspalding

Expert Wealth Management, Chartered Financial Planners & Accredited Financial Planning Firm. 2022 PA Adviser Firm of the Year. Instagram @spalders_cyclist

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Craig Hernen

@mrcraighernen

Financial Adviser @Thrivewealthltd | UEFA B licenced footy coach and Lead Coach at Altrincham FC Girls Section ⚽️

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Matt Reiner

@mattreiner

CFP®, CFA & Partner @yourwealth. Author. Speaker. Podcast Host. Focused on helping advisors integrate tech & financial services.

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Jeff Levine, CPA/PFS, CFP®

@cpaplanner

Chief Planning Officer, Focus Partners | Prof of Practice in Tax, The American College | Lead Fin Plan Nerd, Kitces.com | Dad x3 + husband | Opinions are my own

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Larry Sprung, CFP®

@lawrence_sprung

What did you do today that brought you joy?® 🎙Host @MitlinMoney 💰 Founder & Wealth Advisor @MitlinFinancial 📝 @ForbesAdvisor Board ❤️ @denisesprung 🏒 Dad

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David Ryley

@david_ryleywm

Chartered Financial Planner. Founder of 1% Matters Charity, CEO/Founder of Ryley Wealth Management & CEO of Dominance Sports Group Ltd #NFFC. Views my own 🇺🇦

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Eric Beiley

@ebeiley

An employee-owned, full-service partnership, catering to family, institutional and multigenerational wealth. stewardpartners.com/Disclosures.36…

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Matthew Clegg

@mattjclegg

Chartered Financial Planner and CFP, Director & Paraplanner at Crown Wealth Management Ltd based in Shrewsbury.

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Gareth Reynolds

@lichfieldifa

Managing Director of Reynolds Wealth Management in Lichfield, Chartered & Certified Financial Planner, Dad to two beautiful girls.

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Tyler Olson, EA

@olsonplanner

The physician's financial planner and tax pro.

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Thomas Kopelman 💵

@tkopelman

Helping 7 figure Entrepreneurs and executives in their 30s-50s build wealth. Co-Founder @AllStwealth . 22/23 Top 100 Advisor by @Investopedia

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Scott Shearer

@scottshearergk

Retired Footballer, now Financial Planner @ Argent Chartered Financial Planners Helping clients on their financial journey

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Martin Hill

@martin_j_hill

Retired after 35 years in financial planning . Gardening, gym, investing and travel. Passion for rugby: Wilmslow RUFC WWIMH & Sale Sharks. ITFC

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Matt Fizell, CFP®

@mattfizell

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Torie Happe

@toriehappe

Partnerships @holistiplan// SDSU Aztec always & forever ❤️🖤// Thoughts are my own sorry not sorry 💁🏼‍♀️

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Jamie Hopkins

@retirementrisks

SVP Private Wealth Management, @BrynMawrTrust - WSJ Best Selling Author, President @FinServOrg

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Hannah Moore, CFP®

@thehannahjmoore

🧮 Number loving creative 💝 Financial Planning Evangelist 🚀 Changing the way people think and talk about money

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Grant van Zyl, CFP®

@gwvanzyl

Certified Financial Planner®, Blogger and owner of The Wealth Room. You can find me on Facebook, LinkedIn (Grant van Zyl) & Instagram (@gwvanzyl).

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Brian Weatherdon

@brianweatherdon

Certified Retirement Coach & Financial Planner. Author of “A LIFETIME OF WEALTH & HOW NOT TO LOSE IT”. What Goals & Dreams will you safeguard for LIFE?

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Shane Lenehan

@slenehanfp

Financial Planner- Director Belfast Wealth Management in Port Fairy Vic. Best place on earth. Port Fairy Folk Festival ticket manager #pies ⬛️⬜️⬛️#PFFF

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Barry O’Mahony

@barry_omahonysa

Founder @Veritas_wealth, @FPI_SANews Financial Planner of the Year, Founder @JDIFoundation, @CoolPlaySA

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Jess Bost, CFP®

@lady__bost

Let's Step Forward Together.

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John Markham CFP FPFS

@john_cfp

Director | Chartered & Certified Financial Planner| Chartered Wealth Manager. Simplifying 💰Helping clients live a good life, without worry. Dad|Arsenal|🍷

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Debora Lima

@dlimatweets

Crisis PR and strategic comms @SenseiAdvisory. Former journalist.

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Paul Stierhoff

@paulstierhoff

CFP®, Investment Advisor, Wealth Manager, Financial Planner, Speaker on Financial Planning & Investment Topics, Truzack Foundation-Trustee, Find me on LinkedIn

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Camille Koppenberg, AAMS®, CDFA®

@ckoppenberg

🇵🇭🇺🇸, PNW living, Mom of 2, Wife, Wealth Advisor | She/her | #fintwit | tweets ≠ advice

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DeVoe & Company

@devoeco

DeVoe & Company provides consulting, M&A and valuation services to wealth managers.

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Schiffman Wealth Planning

@jefftheplanner

Securities offered through LPL Financial, Member SIPC (sipc.org).

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J Eric Brinley, CFP®

@brinleycfp

Husband, Father, Business Owner, Certified Financial Planner Professional and Certified Wealth Strategist. finra.org sipc.org

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PDM

@paladindm

Financial advisor marketing services since 2003. We make the Internet your best source for new clients. #FinancialAdvisorMarketing

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SHOOK Research

@shookresearch

The @forbes ranking of America's Top Wealth Advisors, developed by SHOOK Research, is based on an algorithm of qualitative and quantitative data.

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Anthony Stich ☁️ #MrPurple

@anthonystich

EMD at @MarketCounsel. Formerly @InvestCloud & @NaviPlan. Investments in @SecuritizeRIA, @AdvicePay, and @SeedsInvestor. Someone long ago called me #MrPurple.

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Brendan Frazier

@jbrendanfrazier

Chief Behavioral Officer at @RFGAdvisory | Host of The Human Side of Money Podcast | Building a community of advisors mastering the human side of advice

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Cody Garrett, CFP®️

@measuretwicemny

Financial Educator at Measure Twice® - Learn how to create your own financial plan as a DIY investor!

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Daniel Yerger, PhD, MBA, CFP®, ChFC®, AIF®

@drdanielyerger

Owner of MYWP, teach retirement at UC Boulder, NAPFA West Region Board. If you can't help but take things personally, don't @ me.

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INDER PAL SINGH

@inderpa13649878

Seasoned Professional CFO Banking &Tax Management Services

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Jared Luegers

@jluegers

Fractional Operating Partner for RIAs, FOs, & PE | Founder @LIMESTONEsp | Equity Analyst in a Past Life | Former @cfasocietyindy President

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LIMESTONE Strategic Partners

@limestonesp

Helping RIAs Scale from Practice to Enterprise | Fractional Strategic CFO & Operating Partner | Strategic Planning & Execution Support | Analyze. Plan. Execute.

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IceBridge Financial Group, LLC

@iofeifg

Private wealth management, investment management, tax alfa, alternative investments, risk management, estate planning, asset structuring, life insurance.

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