Who We Are
About Steward Partners
Steward Partners is an employee-owned, full-service partnership, catering to family, institutional and multi-generational investors. Our professionals deliver comprehensive wealth planning and investment strategy implementation, professional asset management services, private banking, institutional consulting, and business solutions to our clients and their families. We pride ourselves on delivering personalized client service with an unwavering commitment to excellence.
Learn More
About Raymond James
In 1962, Bob James set out to build a different kind of financial services firm. In the years since, that firm has grown to become a leader in its industry, dedicated to and driven by a focus on independence, integrity, conservative risk management, and always putting clients first.
Coastal 360 Capital Advisors, in conjunction with Steward Partners Global Advisory, selected Raymond James as a custodian and platform provider given their strong commitment to best-in-class technology and deep reserve of human intellectual capital. Backed by their world-class resources and cultural alignment, we are able to fulfill our mission to serve select, ultra-wealthy clients with the core tenets of integrity and trust.
Our relationship with Raymond James allows us to consistently and conscientiously put you and your goals at the forefront of our work.
Our affiliation with Raymond James is an important part of how we serve our clients. Raymond James is one of the largest independent financial services firms in America, and helps support our business by providing access to leading investment research; surrounding our team with experts on a broad range of financial disciplines; offering operational and trading support to our team and clients; and enabling us to access market-leading technologies.
Learn More
Alicia began her career in 1984 at Merrill Lynch. As a Wealth Management Advisor with a Chartered Retirement Planning Counselor designation, Alicia assists individuals, their families and their businesses by carefully listening to their goals as well as concerns to build bespoke financial strategies and investment plans. These initial conversations are vital for the success of client's investment journeys. Leveraging the vast array of resources from Raymond James and Steward Partners allows Alicia to really meet clients overall goals. Alicia can take a top down approach for an overall comprehensive view and “first steps” or she can be goal specific.
Alicia’s extensive experience in the preservation of wealth along with the transition of that wealth to the next generation has allowed families the flexibility to plan using many different scenarios until the best strategy is found. Whether you are planning for retirement, the sale of a business, philanthropic endeavors or tax minimization strategies, Alicia carefully lays the ground work with you to pursue the desired outcome.
Alicia lives in Naples with her husband Fletch and her sweetie, Oliver, a golden doodle and the office mascot. Outside the office, Alicia enjoys spending time with her children and her first grand baby as well as traveling and gardening.
Languages - English & Spanish
Education - College of Financial Planning
Awards
- Forbes Top Women's Wealth Advisor for 2022 and 2024
- Forbes Best in State Wealth Advisor for 2022, 2023 and 2024
- Forbes America's Top Women's Wealth Advisor for 2020 and 2021
Courtney Shrewsberry started her career at Merrill Lynch in 2010. One of her primary focuses is the execution of strategies for clients and their families. The ongoing monitoring of investment strategies allows Courtney and the team to pivot in order to make recommendations in changing markets or your goals. Understanding clients' short and long term goals and financial objectives allows Courtney to leverage the resources of Steward Partners and Raymond James.
Learning as much as she can about her clients and their families, Courtney is able to assist with budgeting, retirement planning, home lending and business lending strategies.
Courtney is instrumental in preparing our teams analytics which is a vital part in syncing with our clients goals.
Courtney holds the Chartered Financial Consultant certification. Courtney graduated from Florida Gulf Coast University with a Bachelors Degree in Finance. She lives in Naples with her husband Kurtis and her two young boys, Rory and Luke. Courtney enjoys spending time with her family and her two dogs Finn and Tucker as well as cooking, reading and traveling.
Christina Sanchez joined Coastal 360 in 2021. Christina is the perfect fit for our concierge driven client model. A true professional who responds to requests and challenges presented by clients in a timely basis. Christina also supports the Advisor team in a myriad of administrative and support functions. Most notably, Christina spearheads client communication, IRA required minimum distribution calculations, wire transfers and the oversight of back office systems and procedures.
She strives to make every client contact a positive experience by delivering high level attention to details.
Christina graduated from Florida Atlantic University with a double major in Economics and Business Administration with an emphasis on Entrepreneurship and Leadership Skills.
As a Native of Naples, Florida, Christina enjoys the warm and sunny weather and outdoor activities. Most of her free time is spent going on adventures with her dog, Cooper an Australian labradoodle.