Our Story

 

Our Story.

Richard Godfrey, Matthew Spradlin, and Amanda Crawley all began their careers at Merrill Lynch, Pierce, Fenner, & Smith in 1992, 2002, and 2016, respectively.  They spent more than a combined 40 years at one of the premier investment firms, where they gained invaluable financial planning and wealth management expertise to help the families they serve, achieve their dreams. 

However, 2016 it was abundantly clear that the firm they grew up with had evolved into something different and they began their exhaustive search for an independent firm, both in philosophy and approach. 

After researching more than a dozen investment firms, they discovered Steward Partners Global Advisory alongside Raymond James Financial.  The two firms offer a perfect combination of a boutique client experience, combined with the robust investment offering, technology and security a larger investment firm provides.