Ramsey-based wealth management advisory firm joins national financial services firm as new partner
Ramapo Wealth Advisors from Ramsey has joined Steward Partners Global Advisory, which is affiliated with Raymond James Financial Services.
Wells Fargo’s five-person team works with $600 million in client assets and includes advisors James Sahagian, Peter Gordinier and David Puccia.
“My partners and I decided to form an independent firm because this business model allows us to do so much more for our clients. We spent a few years on our due diligence before choosing to join Steward Partners,” explained James Sahagian, Managing Director and Wealth Advisor, Ramapo Wealth Advisors. “By partnering with Steward, we are aligning ourselves with a forward-thinking independent company that offers superior technology, a multi-custodian platform, and the potential to offer different solutions not previously available to us.”
Sahagian began his financial services career in 1999 as a financial advisor at Smith Barney, which later merged into Morgan Stanley’s Global Wealth Management Group. He joined Wells Fargo in 2009, where he served as general manager, senior vice president and financial advisor. In addition to earning the Certified Financial Planner designation, he holds an MBA in Finance and a BS in Accounting from Rutgers University.
“We found that Steward’s entrepreneurial spirit aligned with our approach and how we envision our practice going forward,” echoed Gordinier, Principal and Wealth Manager, Ramapo Wealth Advisors. “We also felt that their multi-custodian approach to business would allow us to better serve our clients in the way they deserve.”
Gordinier has worked in financial services for over 35 years and has been a financial advisor for over 25 years. He worked for Morgan Guarantee Trust Co. in New York, where his last job was as assistant treasurer in the company’s institutional securities lending department before being accepted into Smith Barney’s brokerage education program, where he became a financial advisor in securities and insurance. in the firm’s Paramus office. After developing his practice for nearly 13 years with Smith Barney, Peter accepted the position of Vice President at Wells Fargo Advisors in 2009.
Puccia brings more than 40 years of financial services experience, having worked for Wells Fargo and its former banks since 1979. He graduated from Lafayette College with a degree in economics and received his MBA from Seton Hall University with a concentration in finance.
“I spent my entire career at Wells Fargo and was very happy there, but I found that teaming up with Jim and Pete and affiliating with Steward Partners was truly the best thing I could do for my clients. at that time,” Puccia added.