Stewart Whitt, MS, CFP®, CRPC®

Financial Advisor

Phone: 256-970-6892
[email protected]

  • The University of Alabama, 2008
    MS, Human Environmental Sciences
  • The University of Alabama, 2007
    Bachelor of Science, Investment Management
  • Chartered Retirement Planning Counselor, 2009

Holley Tew
[email protected]

“Helping clients get from where they are to where they want to be is my main priority. ”

Stewart joined the Huntsville team in 2008 as an intern from the University of Alabama. After completing his master’s degree, he took on the position of paraplanner working closely with clients to develop, implement, and monitor their financial plans. Now as an associate advisor, Stewart takes an active role in creating and managing our investment asset allocation models and serving as a main point of contact for our clients. Stewart received his CERTIFIED FINANCIAL PLANNER™ designation in 2017.

Stewart grew up in Athens, Alabama and lives there with his wife, Lauren, and their two dogs, Milo and Scooter. He played on the golf team at the University of Alabama and still plays competitively. Stewart and Lauren attend the Huntsville Campus of Church of the Highlands.

  • University of Alabama A-Club
  • Athens Rotary Club: Member, 2019 - Present
Most Recent Passport Stamp


Best Movie

Gladiator or The Patriot

Favorite Breakfast Food

Chicken Mini's from Chick-Fil-A

Sport Played in High School

Golf & Basketball