Name: Advisors and Wealth Are Shifting to the Southeast
Uploaded: 2025-12-31T16:00:00Z
Duration: 1 min 11 s
Description: Although the northeast is still a “very strong market,” advisors and wealthy clients have been moving to the Southeast since Covid, says Jeff Gonyo, head of Wealth Management at Steward Partners.

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Although the northeast is still a “very strong market,” advisors and wealthy clients have been moving to the Southeast since Covid, says Jeff Gonyo, head of Wealth Management at Steward Partners.

https://m.wsj.net/video/20251229/3365335d-5a6e-435b-8ac2-df76d0ebcb93/1/hls/manifest-hd-wifi.m3u8

Advisors and Wealth Are Shifting to the Southeast

What's interesting is you were in Albany, you saw different parts of the Northeast at least. And then, I know, some of this is a while back, so some things may have changed, but can you speak to any, I don't know, geographical differences or curiosities or things that you observed culturally or otherwise?

It's a interesting question. And I still travel quite a bit up and down the East Coast, I live in Tampa these days, so I keep migrating south and about as far as I'm gonna go now. But one of the things that I do think that shifted quite a bit and I'd say this goes back to COVID, is we've seen the Southeast really expand quite a bit more, for obvious reasons. You know, the Northeast is still a very, very strong market, but the idea of somebody being in Florida for seven months out of the year, for example, or maybe it's the Carolinas or Georgia, has really changed, I think, the landscape of the business a bit. And you're seeing, obviously, not only are the advisors shifting down, but so is the wealth.