In addition to Clarity Private Wealth Solutions, H.L. In total, Steward Partners has welcomed four new teams and added almost $700 million in assets since January 1. The more people we spoke to and the more firms we looked at, the more obvious it became that Steward Partners was the fit that we were looking for." "As John and I started looking around to determine how we could better serve the high-net-worth segment of the market, we did a lot of due diligence," said Charles Bailey, Director, Clarity Private Wealth Solutions. "We recognized that there was so much more out there that would enhance our offering and better serve our clients. Charles has a Bachelor of Science in commerce and business administration from the University of Alabama and in 2002, he completed the Branch Management Leadership Institute at the University of Pennsylvania's prestigious Wharton School of Business and Commerce. where he was branch manager for almost five years. He then moved to Legg Mason Wood Walker Inc. ![]() He received a bachelor's degree in political science and economics from Rhodes College in 2000 while playing football all four years and is a member of USA Children's and Women's Hospital Development Council as well a Board member of Distinguished Young Women.Ĭharles Bailey III has accumulated almost 40 years of experience since beginning his career as a Financial Advisor with Sterne Agee in 1984, where he developed his fundamental investment knowledge. ![]() He has also earned the Certified Private Wealth Advisor ® (CPWA ®) and the Chartered Retirement Planning Counselor ® (CRPC ®) credentials. John has earned the Certified Financial Planner™ (CFP ®) designation from the Certified Financial Planner Board of Standards, Inc. In 2015, he joined Wells Fargo Advisors as a Financial Advisor and First Vice President-Investments within the Wells Fargo Private Bank Office in downtown Mobile, Alabama. Ferguson began his financial services career in 2004 with UBS before being recruited by Merrill Lynch in 2007 and accepting the position as the firm's Resident Director in Mobile in 2008. Our relationship with Steward will allow us to bring a lot more to the table and gives us more flexibility." "Through Steward's partnerships, we feel we'll be able to better deliver an open architecture experience for clients that's not limited to the offerings of one particular firm. "We are choosing to partner with Steward Partners because we see the value in being able to deliver a comprehensive holistic experience to clients that encompasses all areas of their financial life," explained John Ferguson, Managing Director at Clarity Private Wealth Solutions. "We are proud to have them as partners in Alabama and we look forward to helping Clarity Private Wealth Solutions continue to grow and prosper." " John Ferguson and Charlie Bailey are a great team who have built a successful business by always putting their clients first and looking for new ways to improve their offering," said Jeffrey Gonyo, Head of Recruiting and Senior Divisional President - Southeast Division, Steward Partners. With the launch of our broker dealer and the addition of Pershing custodial services, combined with increased demand for our affiliate option, we are preparing for another record year in recruiting and revenue for the partnership." "Our leadership team is meeting with potential new partners almost daily. "With four successful transitions and nearly $700 million in new assets in the 30 days, Steward Partners is off to a dynamic start in 2023," said Jim Gold, CEO and Co-Founder of Steward Partners. (PRNewsfoto/Steward Partners Global Advisory Group)
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