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Alicia F

Series 63, Series 65

Naples, FL

Steward Partners Investment Advisory, LLC

Alicia Fuller is a financial advisor at Steward Partners Investment Advisory, LLC with 40 years of industry experience. Her prior career includes 35 years at Merrill and 15 years at Bank of America, N.A. She holds the Series 63 and Series 65 licenses. Steward Partners Investment Advisory, LLC is an SEC-registered enterprise-scale RIA managing approximately $36.7 billion in regulatory assets. The firm serves individuals, including high-net-worth clients, as well as pension and profit-sharing plans, corporations, trusts, estates, and charitable organizations, offering a range of investment advisory, financial planning, pension consulting, and managed account services.

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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Courtney S

ChFC®, Series 63, Series 65

Naples, FL

Steward Partners Investment Advisory, LLC

Courtney Shrewsberry is a financial advisor at Steward Partners Investment Advisory, LLC with 15 years of industry experience. She holds the ChFC® designation as well as Series 63 and Series 65 licenses. Her prior work includes roles at Bank of America and Merrill. Steward Partners Investment Advisory, LLC is an SEC-registered, enterprise-scale RIA 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, financial planning, and managed account services.

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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