Two of wealth management’s leading voices share their thoughts on the industry, and what advisors need to do to compete and thrive.

In this episode of the series we explore some of the hottest topics in wealth management today with Jeff Gonyo, Divisional President, Head of Recruiting and Founding Partner at Steward Partners Global Advisory & Doug Kentfield, Head of Wealth Management at Steward Partners Global Advisory.

Jeff & Doug shares their unique perspectives and experiences on:

Coronavirus Update:

How has COVID-19 changed businesses?

How should you plan and handle situations like COVID-19?

What steps can you take TODAY to prepare and help your clients & employees.

COVID-19 worries & concerns.

Pandemic planning: 

How should you adapt on the go and respond to a crisis like COVID-19

How has technology shaped the way we view remote work & what does the future look like?

Innovations in the business 

What is Steward Partners doing differently in terms of innovation?

And much more.

It’s an episode that covers a great deal of ground – solid information for any advisor who is looking to gather insight on the changes in the landscape and use that knowledge to take their business to the next level.

 

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JEFF GONYO BIO

Jeffrey C. Gonyo serves as Divisional President, Head of Recruiting and is a Founding Partner at Steward Partners Global Advisory. He has been a partner at Steward for over 5 years and has more than 25 years of experience in the financial services industry. Prior to Steward Partners, Jeff held the role of Senior Vice President of Wealth Management and Branch Manager for Morgan Stanley.

He began his career with Merrill Lynch in 1993 as a Financial Advisor in Albany, NY. In 2003, Jeff was promoted into management, with Smith Barney in Albany, NY. In 2007, he was promoted once again to the role of Branch Manager in the Greater DC Metro area.

Jeff, has managed and built several branch office locations during his tenure as a Branch Manager and Divisional President. In this time, he has been recognized for various accomplishments in the areas of Business Development, Diversity and Inclusion, Banking and Lending and Community Service.

Jeff currently serves on the Board for Montgomery County Public Schools Educational Foundation and has served in various community volunteer programs over the years with his 3 boys, Michael, Nicholas and Jeffrey II.

He attended Siena College, where he played ice hockey and received a Bachelor’s of Science in Finance with a concentration in Accounting. Jeff lives and splits his time between the metro DC area and Tampa, Fl.

 

DOUG KENTFIELD BIO

Doug has over 30 years of experience in the Financial Services industry. He started his career as a Financial Advisor with E.F. Hutton before moving into branch management. Doug was a Branch Manager for nine (9) years for Shearson and Smith Barney managing branches in York and Reading, PA as well as Jericho, NY. He was a Regional Director for seven (7) years for Smith Barney leading the North Central Region (Missouri, Minnesota, Nebraska, North and South Dakota, Kansas and Iowa) and then the New York Suburban Region (Long Island and upstate New York). From there, Doug became a Divisional Director for Smith Barney managing the Midwest Division and then Divisional Director for the Western Division for successor firm Morgan Stanley where he had responsibility for over 5000 Advisors. Most recently, Doug served as a Senior Advisor for NextShares Solutions,LLC.

Doug graduated from Wittenberg University in Springfield,