Steward Partners, a full-service, employee-owned, independent financial services firm, has announced that Jason Bourgo has joined the firm as divisional president of the southeast division. Bourgo reports to Jeff Gonyo, head of wealth management.
Bourgo, based in Palm Beach Gardens, Fla., will spearhead its expansion into key regional markets, drive revenue growth, and enhance its presence through strategic recruiting and organic development. In this role, Bourgo will oversee branch operations, ensuring strong financial performance, risk management and compliance with industry regulations. Bourgo’s responsibilities include leading advis3r recruitment and onboarding, fostering a collaborative and inclusive company culture and driving business development through partnerships and marketing initiatives.
Prior to joining Steward Partners, Bourgo spent nearly four years at Lincoln Investment as the firm’s regional vice president, where he was responsible for driving the
