Donna Petrucello's Contact Details

Donna Petrucello's Company Details

Steward Partners Investment Solutions, LLC

Lake Oswego, Oregon, United States • 0 Employees
Financial Services

Steward Partners Investment Solutions, LLC (formerly known as Umpqua Investments, Inc.) in 2021 was acquired by Steward Partners. Securities and investment advisory services are offered through Steward Partners Investment Solutions, a registered Broker-Dealer, Member FINRA/SIPC and a SEC Registered Investment Advisor. Steward Partners Investment Solutions is an affiliate of Steward Partners Global Advisory, LLC. Steward Partners Global AdvisorySteward Partners Global Advisory is a full-service independent partnership, catering to family, institutional and multigenerational investors. Our professionals deliver full service wealth management designed to meet the objectives of today's investors. Regardless of your investment goals or interests, each of our partners has the financial experience and specialized skills to address your specific needs.We believe that clients, employees and partners deserve to be treated with the highest level of service. Steward Partners is designed to provide boutique concierge service, customized solutions and an exceptional client experience, delivered by our carefully selected advisors to a limited number of clients.Headquartered in Washington, D.C. with over 20 offices across the country, we're proud to offer a comprehensive range of financial management options, including: wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and international advisory and business solutions.