Meet Our Team
Angela comes to Steward Partners as a Managing Director, and Founding Partner of Steward Partners. She has over 26 years of experience in the Financial Services Industry and is a CERTIFIED FINANCIAL PLANNER™ professional.
Angela has previously worked for Morgan Stanley and American Express Financial Advisors (now Ameriprise).
Angela has a strong passion for understanding global market relationships and how those impact client's comprehensive wealth and income planning strategies. Her vision starts with creating a goal driven retirement plan while implementing active portfolio management for income and wealth preservation. She provides guidance to families on topics such as Asset Allocation, Liability Management, Risk Management and Estate Planning Strategies.
Originally from West Texas, she moved with her family to Northern Virginia where her father was an economist on Capitol Hill. Her love of the finance industry was deeply rooted from her father's example. Angela attended Northern Virginia Community College, George Mason University and the Institute of Integrative Nutrition. Angela is passionate about overall well-being. She has been a Health Coach and lifetime student of wealth and health. She resides in Clearwater Florida and has been a resident since 1989.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER, CFP ®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
*Angela Helmus-O'Brien does not give tax/legal advice to clients of Steward Partners Investment Solutions
Travis Hadwin is a Director and Founding Partner of Steward Partners Global Advisory. He has 25 years of experience working in the financial services industry. Prior to joining Steward Partners, Travis spent most of his career as a branch manager at Olde Financial, Merrill Lynch and Morgan Stanley. Travis attended Florida State University and graduated with a Bachelor of Science degree in Economics. He is also a CERTIFIED FINANCIAL PLANNER™ professional.
Prior to becoming a financial advisor Travis worked on the fixed income and equity trading floor of Olde Financial. Travis is very involved in the community with an emphasis of helping kids in the foster care system. Travis is a volunteer with the Guardian ad Litem as well as a former board member for Suncoast Voices for Children. Travis lives in Dunedin, Florida with his wife Jenny and they have three children Jack, Kate and Chandler.
Certified Financial Planner Board of Standards Inc. owns the certification marks CFP®, CERTIFIED FINANCIAL PLANNER™, CFP ®(with plaque design) and CFP® (with flame design) in the U.S., which it awards to individuals who successfully complete CFP Board's initial and ongoing certification requirements.
Elaine has joined Steward Partners as a Client Administrative Manager. Elaine previously worked at Morgan Stanley for three years as a client service assistant assisting a team of financial advisors as well as the branch manager. Prior to Morgan Stanley, she worked at Gottlieb & Gottlieb, P.A. as an administrative assistant. Elaine provides first class service to all with a friendly smile. Originally from CT she has lived in Florida for the past 25 years with her two sons. When not working she enjoys spending time with family and friends, traveling, swimming, and volunteering at various organizations.
Rori Miller joined Steward Partners as a Client Administrative Manager and Vice President in February of 2017. Prior to joining Steward Partners, Rori was a Client Service Associate assisting a team of financial advisors at Morgan Stanley. She has previously worked in parks & recreation, hospitality, marketing and graphic design.
Rori currently works for the Guardian Asset Management Group and even created their team logo. In her current roll she handles day-to-day operations, including administrative tasks. She assists her team of financial advisors to help ensure she is meeting all of their clients' service needs.
Rori is a graduate of the University of Tampa with a Bachelor's Degree in Psychology and dual minors in both Advertising and Communications. She currently resides in the Clearwater area with her puppy Hershey. Rori loves to read, dance and go on adventures. When not working she spends her free time with friends and family and enjoys both Zumba and Pure Barre workouts.