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Ryan G

CFP®, Series 66

Keene, NH

Steward Partners Investment Advisory, LLC

Ryan Gravina is a CFP® with eight years of industry experience currently affiliated with Steward Partners Investment Advisory, LLC. His prior roles include positions at Northwestern Mutual Wealth Management Company, Edward Jones, and Citizens Investment Services. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations through a range of advisory and portfolio management solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Jessica L

Series 66

Keene, NH

Steward Partners Investment Advisory, LLC

Jessica Lapollo is a financial advisor at Steward Partners Investment Advisory, LLC with 16 years of industry experience. She holds the Series 66 designation and has worked at Steward Partners and Raymond James Financial Services, as well as Wells Fargo Clearing. Outside of her advisory role, she serves as a board member of Big Brothers Big Sisters of Franklin County, a nonprofit organization. Steward Partners Investment Advisory, LLC is an enterprise-scale SEC-registered registered investment advisor managing approximately $36.7 billion in regulatory assets. The firm serves individuals, pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory and financial planning services with both discretionary and non-discretionary portfolio management options.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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Carl G

CFP®, Series 63, Series 66

Keene, NH

Steward Partners Investment Advisory, LLC

Carl Gravina is a CFP® professional with 24 years of experience in the financial services industry. He currently works at Steward Partners Investment Advisory, LLC and has previously been associated with Raymond James Financial Services, Wells Fargo Clearing, and A. G. Edwards & Sons, Inc. Outside of his advisory role, he is an owner of Monadnock Capital Group and holds a fractional ownership in Stowe Mountain Lodge with occasional rental activity. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA managing approximately $36.7 billion in regulatory assets and serving a diverse client base including individuals, pension plans, corporations, trusts, and charitable organizations. The firm offers a range of portfolio management and advisory services, leveraging both proprietary and third-party solutions.

ESG / Sustainable investing Private / alternative investments Concentrated stock management Business sale tax planning Retirement income strategy Executive Founder/Business Owner Retired HENRY (High Earners, Not Rich Yet) Mid-Career Professionals
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