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
  • CERTIFIED FINANCIAL PLANNER™, 2017

Holley Tew
256-970-6893
[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, 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 helping them understand the set course and any adjustments they may need along the way to achieve their future financial goals.  Stewart is heavily involved with the firm’s 401(k) plans, from implementing to educating; he is a great 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