Steward Partners Expands Footprint in Georgia with Addition of $630M Team
Friday, February 6th, 2026
Steward Partners, an employee-owned independent financial services firm specializing in comprehensive wealth management solutions, today announced the addition of a new team of seasoned wealth managers in Macon, Georgia. The group collectively brings approximately $630 million in client assets to the Steward Partners' platform.
The team of advisors joining Steward Partners includes:
- David Lucas, Partner, Senior Vice President, Wealth Manager
- Kevin Watson, Partner, Managing Director, Wealth Manager
- Chris Durham, Partner, Managing Director, Wealth Manager
In addition to the three partners, the practice will include three Client Associate Managers (CAMs), further strengthening the firm's delivery of personalized, goal-driven financial planning and investment solutions for clients in Central Georgia.
"We're excited to welcome this outstanding team to Steward Partners," said Jason Bourgo, President of Strategic Growth – East Region at Steward Partners. "Kevin, Chris, David, and their colleagues have built an exceptional practice rooted in trust, experience, and long-term relationships. Their entrepreneurial mindset and dedication to doing what's right for clients make them a natural fit for our firm, and we're thrilled to support their next chapter of growth."
The team officially joined Steward Partners on Wednesday, February 4, 2026, and will continue serving clients from their Macon office.
"Joining Steward Partners represents an exciting milestone for our team and, more importantly, for our clients," said Kevin Watson, Partner, Managing Director, Wealth Manager. "The firm's independence, collaborative culture, and robust platform give us greater flexibility and resources to enhance the level of advice and service we provide. We're energized by the partnership and confident it positions us to better support our clients for years to come."
Steward Partners continues to attract established advisory teams seeking independence, equity ownership, and a client-first environment without sacrificing institutional-grade resources. The firm's continued expansion reflects its commitment to empowering advisors while delivering customized wealth management solutions nationwide.
Since its launch in 2013, Steward Partners has solidified its place as one of the industry's fastest-growing and most influential RIA firms. The firm was recently recognized with a #9 ranking on the 2025 Barron's Top 100 RIA Firms list, up from its #18 ranking in 2024. Additionally, Steward Partners was named a 2025 Thrivent Employer of Choice by InvestmentNews, reflecting the firm's commitment to fostering a collaborative, partner-driven culture. Several Steward Partners advisors and teams were also honored on Forbes | SHOOK's 2025 Best-In-State Wealth Advisors and Best-In-State Wealth Management Teams lists, underscoring the quality of client service delivered across the platform. Please visit Important Disclosures at www.stewardpartners.com for more information regarding these awards.


