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Stewart Whitt, MS, CFP®, CRPC®

Financial Advisor

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

256-970-6892 Send Email

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, then Associate Advisor, working closely with clients to develop, implement, and monitor their financial plans. As a Financial Advisor, Stewart helps guide his clients through the financial planning process. He is committed to assisting them in understanding the set course and any adjustments they may need along the way to achieve their future financial goals. Stewart helps to manage our Huntsville clients’ 401(k) plans, from implementing to educating; he is an excellent resource to our clients and community business owners who provide 401(k) plans to their employees.

Stewart grew up in Athens, Alabama, and lives there with his wife, Lauren, and their dog, Milo. Golf is a big part of his life, having played on the golf team at the University of Alabama. He continues to play competitively and has a desire to grow the game. With a philanthropic core, Stewart enjoys helping provide youth the opportunity to experience the life-changing opportunities golf can bring to an individual. Stewart and Lauren attend the Huntsville Campus of Church of the Highlands.

Affiliations

  • University of Alabama A-Club
  • Athens Rotary Club: Member, 2019 - Present
  • Alabama Golf Association - Youth On Course: Board Member, 2020 - Present
  • The Arc, Madison County: Board Member, 2022 - Present

Education

  • The University of Alabama, 2008
    MS, Human Environmental Sciences
  • The University of Alabama, 2007
    Bachelor of Science, Investment Management
  • Chartered Retirement Planning Counselor, 2009
  • CERTIFIED FINANCIAL PLANNER™, 2017