SULLENDER UTLEY

 

Financial Group

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Sullender Utley Financial Group

A Partnership You Can Trust

Our team at Sullender Utley works in partnership with you from the very beginning.

Listening to what is important to you, we establish a personalized comprehensive plan which includes mitigating tax liabilities, addressing estate concerns, asset management, education planning, retirement planning and more.
 

Our Promise

INTEGRITY

We will be trustworthy and honest in all aspects of our business. We will avoid any and all conflicts of interest and will serve as your advocate watching over your wealth and income sources.

KNOWLEDGE

We will stay on top of conditions which may affect our plans, including market conditions, political events, taxation changes and corporate actions. We will make every effort to seek out unbiased high quality research.

SERVICE

We will personally make sure every promise made is delivered. We hold ourselves and each member of our team personally accountable for every task from investment transactions to returning phone calls promptly.

PERFORMANCE

We will work with each client to establish clear goals and benchmarks for growth, income, liquidity and taxes. Further, we will stay within each client’s comfort level for risk. Lastly, we will take the time to explain investment recommendations and keep clients up to date with the progress of their plan.

SINCERITY

We will always treat you with respect and will be proactive. We will always consider managing your wealth as our profound responsibility.

Firm Introduction

Steward Partners Global Advisory is a leading independent private financial services firm, with professionals delivering multifaceted financial solutions and platinum level service to our clients and their families.
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AN EMPLOYEE-OWNED, INDEPENDENT PARTNERSHIP

Steward Partners Global Advisory is an employee-owned, full-service independent partnership catering to family, institutional, and multigenerational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, international advisory and business solutions. We pride ourselves on delivering platinum-level client service with an unwavering commitment to excellence.

FULL RESOURCES OF A LARGE, MULTINATIONAL FINANCIAL SERVICES FIRM

Steward Partners Global Advisory uses Raymond James as custodian for all assets and securities held on our clients' behalf. Raymond James is one of the largest financial services firms in the United States, with the scale and resources to support a wide array of products and services. With more than 7,700 associates worldwide and $754 billion in total client assets*, the company's business includes investments brokerage, professional asset management, insurance solutions, trust services, investment banking, and private and commercial banking.

A FIDUCIARY RESPONSIBILITY TO OUR CLIENTS

As a Registered Investment Advisor (RIA), Steward Partners Global Advisory acts as fiduciary to our advisory clients. This means that The Firm have a fundamental obligation to act in the best interests of our clients and to provide investment advice in our clients' best interests. The Firm and its advisors, owe our clients a duty of undivided loyalty and utmost good faith. The Firm does not engage in any activity in conflict with the interest of any client, and takes steps reasonably necessary to fulfill our obligations.**

*As of 3/31/2018
**https://www.sec.gov/divisions/investment/advoverview.htm
The information provided is for informational purposes only and is not a solicitation to buy or sell Raymond James Financial stock

Recognition

We pride ourselves on delivering platinum level client service with an unwavering commitment to excellence.
STEWARD PARTNERS – WE’RE NOT JUST PARTNERS, WE’RE FAMILY.
Visit StewardPartners.com
OUR RELATIONSHIP WITH

Raymond James

In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.

Sullender Utley Financial Group, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.

Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.

Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.

Resources

Welcome to our research center! We've put together a library of information on important financial topics that we believe you'll find helpful.

CALCULATORS

A host of financial tools to assist you.

ARTICLES

Educate yourself on a variety of financial topics.

FLIPBOOKS

These magazine-style flipbooks provide helpful information on a variety of financial topics and illustrate key financial concepts.

NEWSLETTERS

Timely newsletters to help you stay current.

Glossary

Financial terms from A to Z.

VIDEOS

These engaging, short animations focus on a variety of financial topics and illustrate key financial concepts.

QUOTES THAT INSPIRE US...

Market Insight

Weekly investment strategies and more...

Our Office

Sullender Utley Financial Group
1750 Tysons Boulevard, Suite 1500
Mclean, VA 22102
 
 
 

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