March 29, 2023

Alex. Brown welcomes experienced New York client advisor managing more than $300 million

ST. PETERSBURG, Fla. – Alex. Brown, a division of Raymond James, recently welcomed client advisor Steven B. Beasley, CFP®, in New York, according to John Sutton, regional director for the Metropolitan Region of Alex. Brown.

Beasley joins Alex. Brown’s Park Avenue office, where he will provide personalized financial planning and wealth management advice to clients, including high-net-worth families, pre-retirees, corporate executives and others. He previously managed approximately $307 million in client assets at UBS Financial Services.

“Alex. Brown hits the mark on providing a boutique environment for advisors and their clients,” said Beasley, director, client advisor. “The engagement and support from everyone is terrific and provides an ideal setting that allows me to spend more time with my clients individually and be more attentive to their needs.”

A native of New York, Beasley’s 36-year career began on Wall Street at EF Hutton & Company, where he was an account executive. He later served nearly two decades in an advisory position at Citigroup’s private wealth management arm, Citigroup Family Office, followed by 15 years at UBS. Beasley holds a Bachelor of Science degree from Auburn University and the CERTIFIED FINANCIAL PLANNERTM designation.

“Steven has a long track record of committed service to his clients and his community. Backed by the robust suite of technology and support provided by Alex. Brown and Raymond James, we are confident that he will thrive in his role as a trusted advisor,” said Sutton.

About Alex. Brown, a division of Raymond James
Alex. Brown, a division of Raymond James offering individuals, high-net-worth families and institutions highly-regarded financial planning and wealth management services, became the nation’s first investment bank upon its founding in 1800. The boutique division’s broker/dealer and registered investment advisor is Raymond James & Associates, Inc., member New York Stock Exchange/SIPC, a wholly owned subsidiary of Raymond James Financial, Inc. (NYSE-RJF), one of the nation’s premier diversified financial services companies with approximately 8,700 financial advisors throughout the United States, Canada and overseas. Total client assets are approximately $1.20 trillion as of Feb. 28, 2023. Additional information is available at

Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNERTM, CFP®, (with plaque design) and CFP®(with flame design) in the U.S. which it awards to individuals who successfully complete the CFP Board’s initial and ongoing certification requirements.