Director, Wealth Manager

Alan Raffer is a Director, Wealth Manager and Partner at Steward Partners Global Advisory LLC. Alan has more than 40 years of experience in the investment industry. Alan is responsible for overseeing and management of the investment portfolios for the clients and families with which he works. The written plans he creates provide a roadmap for his clients to realize their goals and navigate around the pitfalls. Alan offers highly customized portfolio management that focuses on multigenerational wealth management and estate planning strategies utilizing the resources of both Steward Partners and Raymond James Financial Services. He enjoys traveling and collecting wine and aspires to mix those two together by visiting all the major wine producing regions in the world. His favorite vacation spot for the past 35 years has been Montauk, NY where he visits with his family every summer and can’t wait to introduce his first grandchild to this family tradition!