Allison Kaczmar
Executive Director | Market Leader, Southern
- Role
- Executive Director Market Leader, Southern at Steward Partners
- Location
- Clearwater, FL, US
- LinkedIn followers
- 500 followers
About Allison Kaczmar
As a dynamic and growth-focused leader, I have 25+ years of experience across the financial services industry providing impactful mentorship, implementing complex projects and organizing customized and comprehensive training programs to optimize team performance. As an innovative problem solver, I create new ways of working and introduce effective solutions to drive significant value and make meaningful impacts.
Experience
Executive Director Market Leader, Southern
Apr 2026 — Present · Clearwater, FL, US
Steward Partners is an employee-owned, full-service partnership, catering to family, institutional, and multigenerational investors. Our financial advisors deliver comprehensive wealth planning and investment strategy implementation, professional asset services, private banking, institutional consulting, and business solutions. We pride ourselves on delivering bespoke service with an unwavering commitment to excellence.Securities are offered through Steward Partners Investment Solutions, LLC (\"SPIS\"), registered broker/dealer, member FINRA/SIPC. Investment advisory services are offered through Steward Partners Investment Advisory, LLC (\"SPIA\"), an SEC-registered investment adviser. SPIS, SPIA, and Steward Partners Global Advisory, LLC are affiliates and collectively referred to as Steward Partners.For important disclosure information, please see \"Disclosures\" page on our
Education
Clearwater Christian College
Bachelor of Arts, English
1998 — 2001
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