Jeff Gonyo
Head of Wealth Management at Steward Partners with over 30 years in financial services, formerly with Morgan Stanley and Merrill Lynch, and a leader discussing M&A 'sell and stay' models and advisor succession strategies.
Best podcasts with Jeff Gonyo
Ranked by the Snipd community
Dec 30, 2025 • 23min
Jeff Gonyo: The Rise of the ‘Sell and Stay’ M&A Model
Jeff Gonyo, Head of Wealth Management at Steward Partners, brings over 30 years of financial expertise to the conversation. He discusses the innovative 'sell and stay' M&A model that allows advisors to monetize their businesses while continuing client relationships. Gonyo highlights the growing trend driven by market pressures and technology costs. He also delves into the importance of succession planning for the next generation of advisors and the unique benefits and challenges of this evolving landscape in wealth management.
Aug 16, 2024 • 0sec
Episode 226 – How Hybrid RIAs Can Position Themselves for the Future and Attract Top Talent with Jeff Gonyo
Jeff Gonyo, Senior Divisional President of Steward Partners Global Advisory, discusses the exciting transition to independent advisory models. He highlights the newfound entrepreneurial freedom advisors enjoy, along with the firm's unique equity ownership structure that promotes collaboration. Gonyo delves into the flexible affiliation options and innovative marketing strategies available at Steward Partners. He also shares insights on the firm’s impressive growth plans, aiming to double its size through organic growth and acquisitions, creating a vibrant community for financial advisors.
